TSWM
AGR

Tyler-Stone Wealth Management’s Avangrid, Inc. AGR Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-333
Closed -$11.8K – 982
2024
Q2 		$11.8K Hold
333
– – ﹤0.01% 628
2024
Q1 		$12.1K Hold
333
– – 0.01% 622
2023
Q4 		$10.8K Hold
333
– – 0.01% 622
2023
Q3 		$10K Hold
333
– – 0.01% 625
2023
Q2 		$13K Buy
+333
New +$13.1K 0.01% 560
2022
Q4 		$14K Hold
333
– – 0.01% 504
2022
Q3 		$14K Hold
333
– – 0.01% 495
2022
Q2 		$15K Hold
333
– – 0.01% 499
2022
Q1 		$16K Hold
333
– – 0.01% 496
2021
Q4 		$17K Buy
+333
New +$16.9K 0.01% 515

Other funds holding AGR

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
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Tyler-Stone Wealth Management's AGR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Avangrid, Inc. (AGR) in Q3 2024, closing a stake of 333 shares — an estimated $11.8K sold.

Tyler-Stone Wealth Management first reported a position in AGR in Q4 2021 and held it in 10 quarters. The position peaked at $17K in Q4 2021. 283 funds tracked by Wall St. Rank hold AGR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Avangrid, Inc. position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 333 Avangrid, Inc. shares in Q3 2024, an estimated $11.8K.
  • Tyler-Stone Wealth Management first reported a position in Avangrid, Inc. in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Avangrid, Inc. position peaked at $17K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.