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Summit Wealth Group’s Agilent Technologies A Stock Holding History

Summit Wealth Group’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
2023
Q2 		– Sell
-48,696
Closed – – 78
2023
Q1 		$0 Buy
+48,696
New +$7.12M ﹤0.01% 152
2021
Q3 		– Sell
-150
Closed -$22K – 44
2021
Q2 		$22K Hold
150
– – 0.03% 70
2021
Q1 		$19K Buy
+150
New +$18.5K 0.03% 70

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth Group's A Position: Q2 2023 in Review

Summit Wealth Group sold out of Agilent Technologies (A) in Q2 2023, closing a stake of 48,696 shares.

Summit Wealth Group first reported a position in A in Q1 2021 and held it in 3 quarters. The position peaked at $22K in Q2 2021. 939 funds tracked by Wall St. Rank hold A as of Q2 2023.

  • Summit Wealth Group reported no remaining Agilent Technologies position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 48,696 Agilent Technologies shares in Q2 2023.
  • Summit Wealth Group first reported a position in Agilent Technologies in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Agilent Technologies position peaked at $22K in Q2 2021.
  • 939 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.