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WCG Wealth Advisors’s Agilent Technologies A Stock Holding History

WCG Wealth 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
2022
Q4 		– Sell
-8,965
Closed -$1.1M – 152
2022
Q3 		$1.1M Sell
8,965
-312
-3% -$40.1K 0.15% 113
2022
Q2 		$1.1M Buy
+9,277
New +$1.14M 0.15% 109

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCG Wealth Advisors's A Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Agilent Technologies (A) in Q4 2022, closing a stake of 8,965 shares — an estimated $1.1M sold.

WCG Wealth Advisors first reported a position in A in Q2 2022 and held it in 2 quarters. The position peaked at $1.1M in Q2 2022. 963 funds tracked by Wall St. Rank hold A as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Agilent Technologies position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 8,965 Agilent Technologies shares in Q4 2022, an estimated $1.1M.
  • WCG Wealth Advisors first reported a position in Agilent Technologies in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Agilent Technologies position peaked at $1.1M in Q2 2022.
  • 963 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.