True Wealth Design’s Avangrid, Inc. AGR Stock Holding History

True Wealth Design’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
2024 Q4	–	Sell	-117	Closed	-$4.19K	–	1543
2024 Q3	$4.19K	Buy	117 +116	+11,600%	+$4.14K	﹤0.01%	603
2024 Q2	$36	Sell	1 -2	-67%	-$72	﹤0.01%	778
2024 Q1	$110	Buy	3 +1	+50%	+$33	﹤0.01%	767
2023 Q4	$65	Hold	2	–	–	﹤0.01%	759
2023 Q3	$61	Hold	2	–	–	﹤0.01%	741
2023 Q2	$76	Hold	2	–	–	﹤0.01%	738
2023 Q1	$80	Hold	2	–	–	﹤0.01%	809
2022 Q4	$86	Buy	+2	New	+$83	﹤0.01%	745

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

True Wealth Design's AGR Position: Q4 2024 in Review

True Wealth Design sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 117 shares — an estimated $4.19K sold.

True Wealth Design first reported a position in AGR in Q4 2022 and held it in 8 quarters. The position peaked at $4.19K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

True Wealth Design reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
True Wealth Design sold 117 Avangrid, Inc. shares in Q4 2024, an estimated $4.19K.
True Wealth Design first reported a position in Avangrid, Inc. in Q4 2022 and held it in 8 quarters.
True Wealth Design's Avangrid, Inc. position peaked at $4.19K in Q3 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on True Wealth Design's 13F filing for Q4 2024, filed 14 Feb 2025.