Whipplewood Advisors’s AGNT Inc AGNT Stock Holding History

Whipplewood Advisors’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
2025 Q2	–	Sell	-16	Closed	-$3.19K	–	1221
2025 Q1	$3.19K	Sell	16 -71	-82%	-$754	﹤0.01%	790
2024 Q4	$1K	Buy	+87	New	+$1.15K	﹤0.01%	1022

Other funds holding AGNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whipplewood Advisors's AGNT Position: Q2 2025 in Review

Whipplewood Advisors sold out of AGNT Inc (AGNT) in Q2 2025, closing a stake of 16 shares — an estimated $3.19K sold.

Whipplewood Advisors first reported a position in AGNT in Q4 2024 and held it in 2 quarters. The position peaked at $3.19K in Q1 2025. 212 funds tracked by Wall St. Rank hold AGNT as of Q2 2025.

Whipplewood Advisors reported no remaining AGNT Inc position as of Q2 2025 after selling out during the quarter.
Whipplewood Advisors sold 16 AGNT Inc shares in Q2 2025, an estimated $3.19K.
Whipplewood Advisors first reported a position in AGNT Inc in Q4 2024 and held it in 2 quarters.
Whipplewood Advisors's AGNT Inc position peaked at $3.19K in Q1 2025.
212 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.