WWP
A icon

WR Wealth Planners’s Agilent Technologies A Stock Holding History

WR Wealth Planners’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
2024
Q4 		$5.91K Buy
44
+16
+57% +$2.19K ﹤0.01% 667
2024
Q3 		$4.16K Buy
28
+7
+33% +$958 ﹤0.01% 773
2024
Q2 		$2.72K Buy
21
+6
+40% +$839 ﹤0.01% 822
2024
Q1 		$2.18K Buy
+15
New +$2.06K ﹤0.01% 863

Other funds holding A

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WR Wealth Planners's A Position: Q4 2024 in Review

WR Wealth Planners increased its Agilent Technologies (A) stake by 57% in Q4 2024, buying an estimated $2.19K and bringing the position to 44 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

WR Wealth Planners first reported a position in A in Q1 2024 and has held it in 4 quarters since. 1,078 funds tracked by Wall St. Rank hold A as of Q4 2024.

  • WR Wealth Planners held 44 shares of Agilent Technologies worth $5.91K as of Q4 2024.
  • WR Wealth Planners bought 16 Agilent Technologies shares in Q4 2024, an estimated $2.19K.
  • Agilent Technologies made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #667 holding.
  • WR Wealth Planners first reported a position in Agilent Technologies in Q1 2024 and has held it in 4 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.