WFA
AGR

Wipfli Financial Advisors’s Avangrid, Inc. AGR Stock Holding History

Wipfli Financial 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
2022
Q3 		$41K Buy
+963
New +$46.2K ﹤0.01% 1202

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's AGR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Avangrid, Inc. (AGR) in Q3 2022: 963 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings.

293 funds tracked by Wall St. Rank hold AGR as of Q3 2022.

  • Wipfli Financial Advisors held 963 shares of Avangrid, Inc. worth $41K as of Q3 2022.
  • Avangrid, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
  • Avangrid, Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1202 holding.
  • 293 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.