Wealthcare Advisory Partners’s Avangrid, Inc. AGR Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-210	Closed	-$10K	–	1955
2021 Q1	$10K	Buy	+210	New	+$9.85K	﹤0.01%	1462
2020 Q2	–	Sell	-471	Closed	-$21K	–	1419
2020 Q1	$21K	Hold	471	–	–	﹤0.01%	722
2019 Q4	$24K	Hold	471	–	–	﹤0.01%	721
2019 Q3	$25K	Buy	+471	New	+$23.7K	﹤0.01%	695

Other funds holding AGR

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthcare Advisory Partners's AGR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Avangrid, Inc. (AGR) in Q2 2021, closing a stake of 210 shares — an estimated $10K sold.

Wealthcare Advisory Partners first reported a position in AGR in Q3 2019 and held it in 4 quarters. The position peaked at $25K in Q3 2019. 282 funds tracked by Wall St. Rank hold AGR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Avangrid, Inc. position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 210 Avangrid, Inc. shares in Q2 2021, an estimated $10K.
Wealthcare Advisory Partners first reported a position in Avangrid, Inc. in Q3 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's Avangrid, Inc. position peaked at $25K in Q3 2019.
282 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.