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Wade Financial Advisory’s Agilent Technologies A Stock Holding History

Wade Financial Advisory’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
2022
Q1 		– Sell
-1,818
Closed -$290K – 78
2021
Q4 		$290K Buy
1,818
+8
+0.4% +$1.25K 0.15% 63
2021
Q3 		$285K Sell
1,810
-100
-5% -$16.2K 0.16% 61
2021
Q2 		$282K Buy
1,910
+4
+0.2% +$546 0.15% 63
2021
Q1 		$242K Hold
1,906
– – 0.15% 62
2020
Q4 		$226K Buy
+1,906
New +$211K 0.15% 67

Other funds holding A

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wade Financial Advisory's A Position: Q1 2022 in Review

Wade Financial Advisory sold out of Agilent Technologies (A) in Q1 2022, closing a stake of 1,818 shares — an estimated $290K sold.

Wade Financial Advisory first reported a position in A in Q4 2020 and held it in 5 quarters. The position peaked at $290K in Q4 2021. 931 funds tracked by Wall St. Rank hold A as of Q1 2022.

  • Wade Financial Advisory reported no remaining Agilent Technologies position as of Q1 2022 after selling out during the quarter.
  • Wade Financial Advisory sold 1,818 Agilent Technologies shares in Q1 2022, an estimated $290K.
  • Wade Financial Advisory first reported a position in Agilent Technologies in Q4 2020 and held it in 5 quarters.
  • Wade Financial Advisory's Agilent Technologies position peaked at $290K in Q4 2021.
  • 931 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2022.

Based on Wade Financial Advisory's 13F filing for Q1 2022, filed 21 Apr 2022.