Summit Wealth & Retirement Planning’s Agilent Technologies A Stock Holding History

Summit Wealth & Retirement 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 Q2	–	Sell	-4,576	Closed	-$582K	–	79
2021 Q1	$582K	Hold	4,576	–	–	0.22%	68
2020 Q4	$542K	Hold	4,576	–	–	0.21%	77
2020 Q3	$462K	Hold	4,576	–	–	0.2%	76
2020 Q2	$404K	Hold	4,576	–	–	0.19%	84
2020 Q1	$328K	Hold	4,576	–	–	0.18%	90
2019 Q4	$390K	Sell	4,576 -8	-0.2%	-$630	0.17%	96
2019 Q3	$351K	Hold	4,584	–	–	0.21%	91
2019 Q2	$342K	Hold	4,584	–	–	0.2%	100
2019 Q1	$368K	Hold	4,584	–	–	0.22%	95
2018 Q4	$309K	Buy	+4,584	New	+$308K	0.23%	86

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Summit Wealth & Retirement Planning's A Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of Agilent Technologies (A) in Q2 2021, closing a stake of 4,576 shares — an estimated $582K sold.

Summit Wealth & Retirement Planning first reported a position in A in Q4 2018 and held it in 10 quarters. The position peaked at $582K in Q1 2021. 885 funds tracked by Wall St. Rank hold A as of Q2 2021.

Summit Wealth & Retirement Planning reported no remaining Agilent Technologies position as of Q2 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 4,576 Agilent Technologies shares in Q2 2021, an estimated $582K.
Summit Wealth & Retirement Planning first reported a position in Agilent Technologies in Q4 2018 and held it in 10 quarters.
Summit Wealth & Retirement Planning's Agilent Technologies position peaked at $582K in Q1 2021.
885 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.