SWRP
A icon

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
BlackRock New York $5.7T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return