WAM
AGNT

Wealthspire Advisors (Maryland)’s AGNT Inc AGNT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,400
Closed -$8K – 958
2019
Q1 		$8K Hold
1,400
– – ﹤0.01% 1620
2018
Q4 		$5K Hold
1,400
– – ﹤0.01% 1719
2018
Q3 		$13K Hold
1,400
– – ﹤0.01% 1434
2018
Q2 		$8K Buy
+1,400
New +$10.3K ﹤0.01% 1614

Other funds holding AGNT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Phoenician Capital New York $117M AUM 9.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AGNT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of AGNT Inc (AGNT) in Q2 2019, closing a stake of 1,400 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in AGNT in Q2 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 59 funds tracked by Wall St. Rank hold AGNT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining AGNT Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,400 AGNT Inc shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in AGNT Inc in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s AGNT Inc position peaked at $13K in Q3 2018.
  • 59 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.