WP
A icon

WealthPLAN Partners’s Agilent Technologies A Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-33
Closed -$3.97K – 317
2023
Q2 		$3.97K Sell
33
-6
-15% -$764 ﹤0.01% 955
2023
Q1 		$5.39K Buy
+39
New +$5.7K ﹤0.01% 987

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's A Position: Q3 2023 in Review

WealthPLAN Partners sold out of Agilent Technologies (A) in Q3 2023, closing a stake of 33 shares — an estimated $3.97K sold.

WealthPLAN Partners first reported a position in A in Q1 2023 and held it in 2 quarters. The position peaked at $5.39K in Q1 2023. 919 funds tracked by Wall St. Rank hold A as of Q3 2023.

  • WealthPLAN Partners reported no remaining Agilent Technologies position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 33 Agilent Technologies shares in Q3 2023, an estimated $3.97K.
  • WealthPLAN Partners first reported a position in Agilent Technologies in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Agilent Technologies position peaked at $5.39K in Q1 2023.
  • 919 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.