SteelPeak Wealth’s Avangrid, Inc. AGR Stock Holding History

SteelPeak Wealth’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
2023 Q1	–	Sell	-11,370	Closed	-$493K	–	479
2022 Q4	$493K	Buy	+11,370	New	+$471K	0.04%	247

Other funds holding AGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

SteelPeak Wealth's AGR Position: Q1 2023 in Review

SteelPeak Wealth sold out of Avangrid, Inc. (AGR) in Q1 2023, closing a stake of 11,370 shares — an estimated $493K sold.

SteelPeak Wealth first reported a position in AGR in Q4 2022 and held it in 1 quarter. The position peaked at $493K in Q4 2022. 295 funds tracked by Wall St. Rank hold AGR as of Q1 2023.

SteelPeak Wealth reported no remaining Avangrid, Inc. position as of Q1 2023 after selling out during the quarter.
SteelPeak Wealth sold 11,370 Avangrid, Inc. shares in Q1 2023, an estimated $493K.
SteelPeak Wealth first reported a position in Avangrid, Inc. in Q4 2022 and held it in 1 quarter.
SteelPeak Wealth's Avangrid, Inc. position peaked at $493K in Q4 2022.
295 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.