Values First Advisors’s Agilent Technologies A Stock Holding History

Values First Advisors’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
2023 Q1	–	Hold	0	–	–	–	364
2022 Q4	–	Sell	-4,204	Closed	-$511K	–	158
2022 Q3	$511K	Sell	4,204 -346	-8%	-$44.4K	0.37%	82
2022 Q2	$540K	Buy	4,550 +635	+16%	+$78.1K	0.38%	78
2022 Q1	$518K	Buy	3,915 +829	+27%	+$114K	0.33%	89
2021 Q4	$493K	Buy	3,086 +1,320	+75%	+$206K	0.29%	96
2021 Q3	$278K	Buy	1,766 +92	+5%	+$14.9K	0.18%	128
2021 Q2	$247K	Buy	1,674 +22	+1%	+$3K	0.17%	134
2021 Q1	$210K	Buy	+1,652	New	+$204K	0.16%	132

Other funds holding A

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Values First Advisors's A Position: Q1 2023 in Review

Values First Advisors held its Agilent Technologies (A) position steady in Q1 2023 at 0 shares worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Values First Advisors first reported a position in A in Q1 2021 and has held it in 7 quarters since. The position peaked at $540K in Q2 2022. 983 funds tracked by Wall St. Rank hold A as of Q1 2023.

Values First Advisors held 0 shares of Agilent Technologies worth $22 as of Q1 2023.
Values First Advisors left its Agilent Technologies share count unchanged in Q1 2023.
Agilent Technologies made up ﹤0.01% of Values First Advisors's portfolio in Q1 2023, its #364 holding.
Values First Advisors first reported a position in Agilent Technologies in Q1 2021 and has held it in 7 quarters since.
Values First Advisors's Agilent Technologies position peaked at $540K in Q2 2022.
983 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2023.

Based on Values First Advisors's 13F filing for Q1 2023, filed 15 May 2023.