TCWA
AGNT

Turtle Creek Wealth Advisors’s AGNT Inc AGNT Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-374
Closed -$5.8K – 407
2023
Q4 		$5.8K Buy
+374
New +$5.23K ﹤0.01% 623

Other funds holding AGNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Turtle Creek Wealth Advisors's AGNT Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of AGNT Inc (AGNT) in Q1 2024, closing a stake of 374 shares — an estimated $5.8K sold.

Turtle Creek Wealth Advisors first reported a position in AGNT in Q4 2023 and held it in 1 quarter. The position peaked at $5.8K in Q4 2023. 237 funds tracked by Wall St. Rank hold AGNT as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining AGNT Inc position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 374 AGNT Inc shares in Q1 2024, an estimated $5.8K.
  • Turtle Creek Wealth Advisors first reported a position in AGNT Inc in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's AGNT Inc position peaked at $5.8K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held AGNT Inc as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.