SWM
A icon

Stockman Wealth Management’s Agilent Technologies A Stock Holding History

Stockman Wealth Management’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
Q1 		– Sell
-1,865
Closed -$221K – 191
2020
Q4 		$221K Buy
+1,865
New +$206K 0.07% 163
2020
Q1 		– Sell
-4,350
Closed -$371K – 159
2019
Q4 		$371K Hold
4,350
– – 0.13% 116
2019
Q3 		$333K Sell
4,350
-650
-13% -$46.9K 0.13% 112
2019
Q2 		$373K Buy
+5,000
New +$370K 0.15% 106
2019
Q1 		– Sell
-3,475
Closed -$234K – 150
2018
Q4 		$234K Hold
3,475
– – 0.11% 131
2018
Q3 		$245K Sell
3,475
-100
-3% -$6.62K 0.11% 132
2018
Q2 		$221K Buy
3,575
+50
+1% +$3.26K 0.1% 135
2018
Q1 		$236K Hold
3,525
– – 0.11% 126
2017
Q4 		$236K Hold
3,525
– – 0.11% 131
2017
Q3 		$226K Sell
3,525
-350
-9% -$21.8K 0.11% 127
2017
Q2 		$230K Sell
3,875
-850
-18% -$48.4K 0.23% 104
2017
Q1 		$250K Sell
4,725
-450
-9% -$22.7K 0.14% 113
2016
Q4 		$236K Buy
5,175
+150
+3% +$6.81K 0.14% 107
2016
Q3 		$237K Sell
5,025
-3,320
-40% -$155K 0.15% 103
2016
Q2 		$370K Sell
8,345
-6,450
-44% -$278K 0.29% 57
2016
Q1 		$590K Sell
14,795
-3,125
-17% -$119K 0.47% 54
2015
Q4 		$749K Sell
17,920
-975
-5% -$37.7K 0.61% 51
2015
Q3 		$649K Buy
18,895
+250
+1% +$9.46K 0.56% 52
2015
Q2 		$719K Buy
18,645
+350
+2% +$14.5K 0.61% 53
2015
Q1 		$760K Sell
18,295
-100
-0.5% -$4.04K 0.65% 52
2014
Q4 		$753K Buy
+18,395
New +$742K 0.64% 54

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Stockman Wealth Management's A Position: Q1 2021 in Review

Stockman Wealth Management sold out of Agilent Technologies (A) in Q1 2021, closing a stake of 1,865 shares — an estimated $221K sold.

Stockman Wealth Management first reported a position in A in Q4 2014 and held it in 21 quarters. The position peaked at $760K in Q1 2015. 873 funds tracked by Wall St. Rank hold A as of Q1 2021.

  • Stockman Wealth Management reported no remaining Agilent Technologies position as of Q1 2021 after selling out during the quarter.
  • Stockman Wealth Management sold 1,865 Agilent Technologies shares in Q1 2021, an estimated $221K.
  • Stockman Wealth Management first reported a position in Agilent Technologies in Q4 2014 and held it in 21 quarters.
  • Stockman Wealth Management's Agilent Technologies position peaked at $760K in Q1 2015.
  • 873 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2021.

Based on Stockman Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.