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TFO Wealth Partners’s Agilent Technologies A Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$437 – 51
2024
Q1 		$437 Hold
3
– – ﹤0.01% 292
2023
Q4 		$417 Sell
3
-2,608
-100% -$310K ﹤0.01% 388
2023
Q3 		$314K Hold
2,611
– – 0.07% 33
2023
Q2 		$314K Hold
2,611
– – 0.07% 31
2023
Q1 		$361K Buy
2,611
+2,603
+32,538% +$381K 0.08% 30
2022
Q4 		$1.27K Buy
+8
New +$1.14K ﹤0.01% 318
2022
Q3 		– Sell
-11
Closed -$1K – 135
2022
Q2 		$1K Buy
+11
New +$1.35K ﹤0.01% 367

Other funds holding A

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TFO Wealth Partners's A Position: Q2 2024 in Review

TFO Wealth Partners sold out of Agilent Technologies (A) in Q2 2024, closing a stake of 3 shares — an estimated $437 sold.

TFO Wealth Partners first reported a position in A in Q2 2022 and held it in 7 quarters. The position peaked at $361K in Q1 2023. 1,010 funds tracked by Wall St. Rank hold A as of Q2 2024.

  • TFO Wealth Partners reported no remaining Agilent Technologies position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Agilent Technologies shares in Q2 2024, an estimated $437.
  • TFO Wealth Partners first reported a position in Agilent Technologies in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Agilent Technologies position peaked at $361K in Q1 2023.
  • 1,010 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.