Tradition Wealth Management’s Agilent Technologies A Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-222	Closed	-$31K	–	393
2023 Q4	$31K	Sell	222 -3	-1%	-$357	﹤0.01%	741
2023 Q3	$25K	Sell	225 -1	-0.4%	-$120	﹤0.01%	785
2023 Q2	$27K	Buy	226 +11	+5%	+$1.4K	﹤0.01%	793
2023 Q1	$30K	Buy	215 +1	+0.5%	+$146	﹤0.01%	744
2022 Q4	$32K	Buy	214 +2	+0.9%	+$286	﹤0.01%	641
2022 Q3	$26K	Buy	212 +1	+0.5%	+$128	﹤0.01%	686
2022 Q2	$25K	Hold	211	–	–	﹤0.01%	599
2022 Q1	$28K	Sell	211 -1,369	-87%	-$188K	﹤0.01%	638
2021 Q4	$252K	Hold	1,580	–	–	0.03%	270
2021 Q3	$249K	Hold	1,580	–	–	0.04%	242
2021 Q2	$234K	Buy	1,580 +1,369	+649%	+$187K	0.04%	262
2021 Q1	$27K	Hold	211	–	–	﹤0.01%	570
2020 Q4	$25K	Buy	+211	New	+$23.3K	﹤0.01%	539

Other funds holding A

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Tradition Wealth Management's A Position: Q1 2024 in Review

Tradition Wealth Management sold out of Agilent Technologies (A) in Q1 2024, closing a stake of 222 shares — an estimated $31K sold.

Tradition Wealth Management first reported a position in A in Q4 2020 and held it in 13 quarters. The position peaked at $252K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold A as of Q1 2024.

Tradition Wealth Management reported no remaining Agilent Technologies position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 222 Agilent Technologies shares in Q1 2024, an estimated $31K.
Tradition Wealth Management first reported a position in Agilent Technologies in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Agilent Technologies position peaked at $252K in Q4 2021.
1,014 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.