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Sterling Financial Planning’s Agilent Technologies A Stock Holding History

Sterling Financial Planning’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-632
Closed -$100K – 96
2021
Q3 		$100K Buy
632
+500
+379% +$80.9K 0.06% 126
2021
Q2 		$20K Hold
132
– – 0.01% 255
2021
Q1 		$17K Sell
132
-274
-67% -$33.9K 0.01% 236
2020
Q4 		$48K Buy
+406
New +$44.9K 0.04% 145

Other funds holding A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Financial Planning's A Position: Q4 2021 in Review

Sterling Financial Planning sold out of Agilent Technologies (A) in Q4 2021, closing a stake of 632 shares — an estimated $100K sold.

Sterling Financial Planning first reported a position in A in Q4 2020 and held it in 4 quarters. The position peaked at $100K in Q3 2021. 982 funds tracked by Wall St. Rank hold A as of Q4 2021.

  • Sterling Financial Planning reported no remaining Agilent Technologies position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 632 Agilent Technologies shares in Q4 2021, an estimated $100K.
  • Sterling Financial Planning first reported a position in Agilent Technologies in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Agilent Technologies position peaked at $100K in Q3 2021.
  • 982 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.