WealthSource Partners’s Agilent Technologies A Stock Holding History

WealthSource 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 Q4	$303K	Buy	2,180 +34	+2%	+$4.04K	0.02%	416
2023 Q3	$240K	Buy	2,146 +30	+1%	+$3.6K	0.02%	441
2023 Q2	$254K	Sell	2,116 -2	-0.1%	-$255	0.02%	438
2023 Q1	$293K	Sell	2,118 -11	-0.5%	-$1.61K	0.02%	408
2022 Q4	$319K	Buy	2,129 +277	+15%	+$39.5K	0.02%	383
2022 Q3	$225K	Buy	+1,852	New	+$238K	0.02%	444
2022 Q2	–	Sell	-1,567	Closed	-$207K	–	513
2022 Q1	$207K	Buy	1,567 +151	+11%	+$20.8K	0.01%	539
2021 Q4	$226K	Sell	1,416 -121	-8%	-$18.8K	0.02%	497
2021 Q3	$242K	Buy	+1,537	New	+$249K	0.02%	445

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthSource Partners's A Position: Q4 2023 in Review

WealthSource Partners increased its Agilent Technologies (A) stake by 1.6% in Q4 2023, buying an estimated $4.04K and bringing the position to 2,180 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #416.

WealthSource Partners first reported a position in A in Q3 2021 and has held it in 9 quarters since. The position peaked at $319K in Q4 2022. 1,004 funds tracked by Wall St. Rank hold A as of Q4 2023.

WealthSource Partners held 2,180 shares of Agilent Technologies worth $303K as of Q4 2023.
WealthSource Partners bought 34 Agilent Technologies shares in Q4 2023, an estimated $4.04K.
Agilent Technologies made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #416 holding.
WealthSource Partners first reported a position in Agilent Technologies in Q3 2021 and has held it in 9 quarters since.
WealthSource Partners's Agilent Technologies position peaked at $319K in Q4 2022.
1,004 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.