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Wealthspire Advisors (Maryland)’s Agilent Technologies A Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$235K Sell
2,324
-3,666
-61% -$354K 0.01% 410
2020
Q2 		$529K Buy
5,990
+29
+0.5% +$2.38K 0.04% 248
2020
Q1 		$427K Buy
5,961
+1,304
+28% +$105K 0.04% 254
2019
Q4 		$397K Buy
4,657
+468
+11% +$36.8K 0.03% 314
2019
Q3 		$321K Sell
4,189
-352
-8% -$25.4K 0.02% 333
2019
Q2 		$339K Sell
4,541
-98
-2% -$7.26K 0.03% 325
2019
Q1 		$373K Sell
4,639
-265
-5% -$20.1K 0.03% 304
2018
Q4 		$331K Buy
4,904
+180
+4% +$12.1K 0.03% 302
2018
Q3 		$333K Buy
4,724
+30
+0.6% +$1.99K 0.03% 330
2018
Q2 		$290K Buy
4,694
+51
+1% +$3.33K 0.03% 371
2018
Q1 		$311K Sell
4,643
-421
-8% -$29.5K 0.03% 355
2017
Q4 		$339K Buy
5,064
+313
+7% +$21.1K 0.03% 342
2017
Q3 		$305K Buy
4,751
+93
+2% +$5.79K 0.03% 354
2017
Q2 		$276K Buy
4,658
+35
+0.8% +$1.99K 0.03% 356
2017
Q1 		$244K Sell
4,623
-865
-16% -$43.7K 0.03% 336
2016
Q4 		$250K Sell
5,488
-421
-7% -$19.1K 0.04% 318
2016
Q3 		$278K Buy
5,909
+90
+2% +$4.2K 0.04% 292
2016
Q2 		$258K Buy
5,819
+199
+4% +$8.58K 0.04% 294
2016
Q1 		$224K Sell
5,620
-21
-0.4% -$800 0.04% 329
2015
Q4 		$236K Buy
+5,641
New +$218K 0.04% 323

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s A Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Agilent Technologies (A) stake by 61% in Q3 2020, selling an estimated $354K and leaving 2,324 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #410.

Wealthspire Advisors (Maryland) first reported a position in A in Q4 2015 and has held it in 20 quarters since. The position peaked at $529K in Q2 2020. 765 funds tracked by Wall St. Rank hold A as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,324 shares of Agilent Technologies worth $235K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 3,666 Agilent Technologies shares in Q3 2020, an estimated $354K.
  • Agilent Technologies made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #410 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Agilent Technologies in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Agilent Technologies position peaked at $529K in Q2 2020.
  • 765 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.