Union Savings Bank’s Avangrid, Inc. AGR Stock Holding History

Union Savings Bank’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	-500	Closed	-$17.9K	–	303
2024 Q3	$17.9K	Hold	500	–	–	0.01%	258
2024 Q2	$17.8K	Hold	500	–	–	0.01%	259
2024 Q1	$18.2K	Hold	500	–	–	0.01%	262
2023 Q4	$16.2K	Hold	500	–	–	0.01%	266
2023 Q3	$15.1K	Hold	500	–	–	0.01%	266
2023 Q2	$18.5K	Buy	+500	New	+$19.6K	0.01%	254

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

Union Savings Bank's AGR Position: Q4 2024 in Review

Union Savings Bank sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 500 shares — an estimated $17.9K sold.

Union Savings Bank first reported a position in AGR in Q2 2023 and held it in 6 quarters. The position peaked at $18.5K in Q2 2023. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Union Savings Bank reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Union Savings Bank sold 500 Avangrid, Inc. shares in Q4 2024, an estimated $17.9K.
Union Savings Bank first reported a position in Avangrid, Inc. in Q2 2023 and held it in 6 quarters.
Union Savings Bank's Avangrid, Inc. position peaked at $18.5K in Q2 2023.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Union Savings Bank's 13F filing for Q4 2024, filed 16 Jan 2025.