Tarbox Family Office’s Avangrid, Inc. AGR Stock Holding History

Tarbox Family Office’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
2021 Q2	–	Sell	-100	Closed	-$5K	–	1223
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	597
2020 Q4	$5K	Buy	+100	New	+$4.91K	﹤0.01%	556

Other funds holding AGR

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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

Tarbox Family Office's AGR Position: Q2 2021 in Review

Tarbox Family Office sold out of Avangrid, Inc. (AGR) in Q2 2021, closing a stake of 100 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in AGR in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 282 funds tracked by Wall St. Rank hold AGR as of Q2 2021.

Tarbox Family Office reported no remaining Avangrid, Inc. position as of Q2 2021 after selling out during the quarter.
Tarbox Family Office sold 100 Avangrid, Inc. shares in Q2 2021, an estimated $5K.
Tarbox Family Office first reported a position in Avangrid, Inc. in Q4 2020 and held it in 2 quarters.
Tarbox Family Office's Avangrid, Inc. position peaked at $5K in Q1 2021.
282 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.