Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- Latest filing
- Nov 14, 2025
AGR holding history
Avangrid, Inc. in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AGR overviewAll 13F holders of AGRFull Q3 2025 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −7,435−100.0% | Sold out | Holders |
| Q3 2024 | 7,435 | $266.1K | <0.1% | +207+2.9% | Added | Holders |
| Q2 2024 | 7,228 | $256.8K | <0.1% | −201−2.7% | Reduced | Holders |
| Q1 2024 | 7,429 | $270.7K | <0.1% | −108−1.4% | Reduced | Holders |
| Q4 2023 | 7,537 | $244.3K | <0.1% | −716−8.7% | Reduced | Holders |
| Q3 2023 | 8,253 | $249.0K | <0.1% | +8,253 | New | Holders |