WIA
AGR

Wealthstreet Investment Advisors’s Avangrid, Inc. AGR Stock Holding History

Wealthstreet Investment Advisors’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
2020
Q4 		– Sell
-4,450
Closed -$225K – 357
2020
Q3 		$225K Buy
+4,450
New +$214K 0.03% 307
2018
Q1 		– Sell
-4,130
Closed -$209K – 350
2017
Q4 		$209K Buy
+4,130
New +$209K 0.03% 319

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's AGR Position: Q4 2020 in Review

Wealthstreet Investment Advisors sold out of Avangrid, Inc. (AGR) in Q4 2020, closing a stake of 4,450 shares — an estimated $225K sold.

Wealthstreet Investment Advisors first reported a position in AGR in Q4 2017 and held it in 2 quarters. The position peaked at $225K in Q3 2020. 265 funds tracked by Wall St. Rank hold AGR as of Q4 2020.

  • Wealthstreet Investment Advisors reported no remaining Avangrid, Inc. position as of Q4 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,450 Avangrid, Inc. shares in Q4 2020, an estimated $225K.
  • Wealthstreet Investment Advisors first reported a position in Avangrid, Inc. in Q4 2017 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's Avangrid, Inc. position peaked at $225K in Q3 2020.
  • 265 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.