Sutton Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$2.6K	Buy	+86	New	+$3.04K	﹤0.01%	684
2019 Q2	–	Sell	-190	Closed	-$9.57K	–	1221
2019 Q1	$9.57K	Hold	190	–	–	0.01%	792
2018 Q4	$9.52K	Hold	190	–	–	0.01%	761
2018 Q3	$9.11K	Hold	190	–	–	0.01%	807
2018 Q2	$10.1K	Hold	190	–	–	0.01%	828
2018 Q1	$9.71K	Hold	190	–	–	0.01%	815
2017 Q4	$9.61K	Hold	190	–	–	0.01%	795
2017 Q3	$9.01K	Hold	190	–	–	0.01%	784
2017 Q2	$8.39K	Hold	190	–	–	0.01%	784
2017 Q1	$8.12K	Hold	190	–	–	0.01%	765
2016 Q4	$7.2K	Hold	190	–	–	0.01%	770
2016 Q3	$7.94K	Hold	190	–	–	0.01%	716
2016 Q2	$8.75K	Buy	+190	New	+$7.83K	0.01%	661

Other funds holding AGR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Sutton Wealth Advisors's AGR Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in Avangrid, Inc. (AGR) in Q3 2023: 86 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in AGR as recently as Q1 2019.

Sutton Wealth Advisors first reported a position in AGR in Q2 2016 and has held it in 13 quarters since. The position peaked at $10.1K in Q2 2018. 291 funds tracked by Wall St. Rank hold AGR as of Q3 2023.

Sutton Wealth Advisors held 86 shares of Avangrid, Inc. worth $2.6K as of Q3 2023.
Avangrid, Inc. was a new Sutton Wealth Advisors position in Q3 2023.
Avangrid, Inc. made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #684 holding.
Sutton Wealth Advisors first reported a position in Avangrid, Inc. in Q2 2016 and has held it in 13 quarters since.
Sutton Wealth Advisors's Avangrid, Inc. position peaked at $10.1K in Q2 2018.
291 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.