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

TCI 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 Q2	–	Sell	-2	Closed	-$80	–	2365
2023 Q1	$80	Sell	2 -1	-33%	-$41	﹤0.01%	2411
2022 Q4	$129	Sell	3 -445	-99%	-$18.4K	﹤0.01%	2385
2022 Q3	$19K	Buy	448 +413	+1,180%	+$19.8K	﹤0.01%	690
2022 Q2	$2K	Buy	35 +8	+30%	+$371	﹤0.01%	2065
2022 Q1	$1K	Sell	27 -33	-55%	-$1.51K	﹤0.01%	2174
2021 Q4	$3K	Sell	60 -2	-3%	-$101	﹤0.01%	2052
2021 Q3	$3K	Buy	62 +2	+3%	+$105	﹤0.01%	2048
2021 Q2	$3K	Buy	60 +50	+500%	+$2.61K	﹤0.01%	1886
2021 Q1	$0	Sell	10 -3	-23%	-$141	﹤0.01%	2253
2020 Q4	$1K	Buy	13 +3	+30%	+$147	﹤0.01%	1486
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	1470
2020 Q2	$0	Sell	10 -43	-81%	-$1.84K	﹤0.01%	1706
2020 Q1	$2K	Buy	53 +7	+15%	+$352	﹤0.01%	1132
2019 Q4	$2K	Hold	46	–	–	﹤0.01%	1237
2019 Q3	$2K	Hold	46	–	–	﹤0.01%	1177
2019 Q2	$2K	Hold	46	–	–	﹤0.01%	1092
2019 Q1	$2K	Buy	46 +38	+475%	+$1.87K	﹤0.01%	1105
2018 Q4	$0	Hold	8	–	–	﹤0.01%	1697
2018 Q3	$0	Sell	8 -44	-85%	-$2.22K	﹤0.01%	1613
2018 Q2	$3K	Buy	+52	New	+$2.69K	﹤0.01%	986
2016 Q3	–	Sell	-583	Closed	-$27K	–	1417
2016 Q2	$27K	Buy	+583	New	+$24K	0.02%	393
2016 Q1	–	Sell	-583	Closed	-$22K	–	1426
2015 Q4	$22K	Buy	+583	New	+$21.2K	0.01%	425

Other funds holding AGR

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

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

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TCI Wealth Advisors's AGR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q2 2023, closing a stake of 2 shares — an estimated $80 sold.

TCI Wealth Advisors first reported a position in AGR in Q4 2015 and held it in 22 quarters. The position peaked at $27K in Q2 2016. 297 funds tracked by Wall St. Rank hold AGR as of Q2 2023.

TCI Wealth Advisors reported no remaining Avangrid, Inc. position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2 Avangrid, Inc. shares in Q2 2023, an estimated $80.
TCI Wealth Advisors first reported a position in Avangrid, Inc. in Q4 2015 and held it in 22 quarters.
TCI Wealth Advisors's Avangrid, Inc. position peaked at $27K in Q2 2016.
297 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.