TCWA
AGR

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

Ten Capital 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
2022
Q4 		– Sell
-184
Closed -$8K – 668
2022
Q3 		$8K Buy
+184
New +$8.83K ﹤0.01% 354

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ten Capital Wealth Advisors's AGR Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q4 2022, closing a stake of 184 shares — an estimated $8K sold.

Ten Capital Wealth Advisors first reported a position in AGR in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 319 funds tracked by Wall St. Rank hold AGR as of Q4 2022.

  • Ten Capital Wealth Advisors reported no remaining Avangrid, Inc. position as of Q4 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 184 Avangrid, Inc. shares in Q4 2022, an estimated $8K.
  • Ten Capital Wealth Advisors first reported a position in Avangrid, Inc. in Q3 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Avangrid, Inc. position peaked at $8K in Q3 2022.
  • 319 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.