SWP
AGR

Strategic Wealth Partners’s Avangrid, Inc. AGR Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-22
Closed -$1.15K – 529
2019
Q3 		$1.15K Hold
22
– – 0.01% 204
2019
Q2 		$1K Hold
22
– – ﹤0.01% 723
2019
Q1 		$1K Buy
+22
New +$1.08K ﹤0.01% 757

Other funds holding AGR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Wealth Partners's AGR Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Avangrid, Inc. (AGR) in Q4 2019, closing a stake of 22 shares — an estimated $1.15K sold.

Strategic Wealth Partners first reported a position in AGR in Q1 2019 and held it in 3 quarters. The position peaked at $1.15K in Q3 2019. 260 funds tracked by Wall St. Rank hold AGR as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Avangrid, Inc. position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 22 Avangrid, Inc. shares in Q4 2019, an estimated $1.15K.
  • Strategic Wealth Partners first reported a position in Avangrid, Inc. in Q1 2019 and held it in 3 quarters.
  • Strategic Wealth Partners's Avangrid, Inc. position peaked at $1.15K in Q3 2019.
  • 260 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.