SFPG
AGNT

Stonebridge Financial Planning Group’s AGNT Inc AGNT Stock Holding History

Stonebridge Financial Planning Group’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-90
Closed -$3K – 412
2021
Q2 		$3K Hold
90
– – ﹤0.01% 393
2021
Q1 		$4K Hold
90
– – ﹤0.01% 393
2020
Q4 		$3K Hold
90
– – ﹤0.01% 374
2020
Q3 		$3K Buy
+90
New +$1.39K ﹤0.01% 365

Other funds holding AGNT

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonebridge Financial Planning Group's AGNT Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of AGNT Inc (AGNT) in Q3 2021, closing a stake of 90 shares — an estimated $3K sold.

Stonebridge Financial Planning Group first reported a position in AGNT in Q3 2020 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 207 funds tracked by Wall St. Rank hold AGNT as of Q3 2021.

  • Stonebridge Financial Planning Group reported no remaining AGNT Inc position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 90 AGNT Inc shares in Q3 2021, an estimated $3K.
  • Stonebridge Financial Planning Group first reported a position in AGNT Inc in Q3 2020 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's AGNT Inc position peaked at $4K in Q1 2021.
  • 207 funds tracked by Wall St. Rank held AGNT Inc as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.