WealthCollab’s Avangrid, Inc. AGR Stock Holding History

WealthCollab’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	-606	Closed	-$21.7K	–	950
2024 Q3	$21.7K	Sell	606 -109	-15%	-$3.89K	0.01%	294
2024 Q2	$25.4K	Buy	715 +336	+89%	+$12.1K	0.02%	254
2024 Q1	$13.8K	Hold	379	–	–	0.01%	365
2023 Q4	$12.3K	Buy	+379	New	+$11.8K	0.01%	367

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

WealthCollab's AGR Position: Q4 2024 in Review

WealthCollab sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 606 shares — an estimated $21.7K sold.

WealthCollab first reported a position in AGR in Q4 2023 and held it in 4 quarters. The position peaked at $25.4K in Q2 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

WealthCollab reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
WealthCollab sold 606 Avangrid, Inc. shares in Q4 2024, an estimated $21.7K.
WealthCollab first reported a position in Avangrid, Inc. in Q4 2023 and held it in 4 quarters.
WealthCollab's Avangrid, Inc. position peaked at $25.4K in Q2 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on WealthCollab's 13F filing for Q4 2024, filed 14 Feb 2025.