SWM
AGR

Spire Wealth Management’s Avangrid, Inc. AGR Stock Holding History

Spire Wealth Management’s Portfolio AGR Stock Details AGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-200
Closed -$9K – 2860
2022
Q1 		$9K Hold
200
– – ﹤0.01% 2081
2021
Q4 		$10K Buy
+200
New +$10.1K ﹤0.01% 2396

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spire Wealth Management's AGR Position: Q2 2022 in Review

Spire Wealth Management sold out of Avangrid, Inc. (AGR) in Q2 2022, closing a stake of 200 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in AGR in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 292 funds tracked by Wall St. Rank hold AGR as of Q2 2022.

  • Spire Wealth Management reported no remaining Avangrid, Inc. position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 200 Avangrid, Inc. shares in Q2 2022, an estimated $9K.
  • Spire Wealth Management first reported a position in Avangrid, Inc. in Q4 2021 and held it in 2 quarters.
  • Spire Wealth Management's Avangrid, Inc. position peaked at $10K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.