TFO Wealth Partners’s Avangrid, Inc. AGR Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-116	Closed	-$6K	–	203
2021 Q3	$6K	Buy	+116	New	+$6.11K	﹤0.01%	111

Other funds holding AGR

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

BlackRock New York $5.72T AUM 30.48% 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

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

TFO Wealth Partners's AGR Position: Q4 2021 in Review

TFO Wealth Partners sold out of Avangrid, Inc. (AGR) in Q4 2021, closing a stake of 116 shares — an estimated $6K sold.

TFO Wealth Partners first reported a position in AGR in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 296 funds tracked by Wall St. Rank hold AGR as of Q4 2021.

TFO Wealth Partners reported no remaining Avangrid, Inc. position as of Q4 2021 after selling out during the quarter.
TFO Wealth Partners sold 116 Avangrid, Inc. shares in Q4 2021, an estimated $6K.
TFO Wealth Partners first reported a position in Avangrid, Inc. in Q3 2021 and held it in 1 quarter.
TFO Wealth Partners's Avangrid, Inc. position peaked at $6K in Q3 2021.
296 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2021.

Based on TFO Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.