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SVA Wealth Management’s Agilent Technologies A Stock Holding History

SVA Wealth Management’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
2020
Q4 		$508K Buy
4,286
+1,430
+50% +$158K 0.04% 166
2020
Q3 		$288K Buy
+2,856
New +$276K 0.03% 178

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVA Wealth Management's A Position: Q4 2020 in Review

SVA Wealth Management increased its Agilent Technologies (A) stake by 50% in Q4 2020, buying an estimated $158K and bringing the position to 4,286 shares worth $508K. The position accounts for 0.04% of the portfolio, ranked #166.

SVA Wealth Management first reported a position in A in Q3 2020 and has held it in 2 quarters since. 840 funds tracked by Wall St. Rank hold A as of Q4 2020.

  • SVA Wealth Management held 4,286 shares of Agilent Technologies worth $508K as of Q4 2020.
  • SVA Wealth Management bought 1,430 Agilent Technologies shares in Q4 2020, an estimated $158K.
  • Agilent Technologies made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #166 holding.
  • SVA Wealth Management first reported a position in Agilent Technologies in Q3 2020 and has held it in 2 quarters since.
  • 840 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.