de Creative Planning AGNC Investment AGNC Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 4.15 M | Vender |
381,039
-31,881
| -8% | -USD 336 k | ﹤0.01% | 1545 |
|
|
2026
Q1 | USD 4.14 M | Comprar |
412,920
+28,985
| +8% | +USD 320 k | ﹤0.01% | 1339 |
|
|
2025
Q4 | USD 4.12 M | Comprar |
383,935
+116,486
| +44% | +USD 1.2 M | ﹤0.01% | 1149 |
|
|
2025
Q3 | USD 2.62 M | Comprar |
267,449
+39,653
| +17% | +USD 384 k | ﹤0.01% | 1330 |
|
|
2025
Q2 | USD 2.09 M | Comprar |
227,796
+25,222
| +12% | +USD 226 k | ﹤0.01% | 1278 |
|
|
2025
Q1 | USD 1.94 M | Comprar |
202,574
+1,918
| +1% | +USD 19.2 k | ﹤0.01% | 1195 |
|
|
2024
Q4 | USD 1.85 M | Comprar |
200,656
+10,751
| +6% | +USD 105 k | ﹤0.01% | 1180 |
|
|
2024
Q3 | USD 1.98 M | Comprar |
189,905
+19,965
| +12% | +USD 203 k | ﹤0.01% | 1059 |
|
|
2024
Q2 | USD 1.62 M | Comprar |
169,940
+129,458
| +320% | +USD 1.24 M | ﹤0.01% | 1097 |
|
|
2024
Q1 | USD 401 k | Comprar |
40,482
+1,989
| +5% | +USD 19.2 k | ﹤0.01% | 2023 |
|
|
2023
Q4 | USD 378 k | Vender |
38,493
-5,051
| -12% | -USD 44.4 k | ﹤0.01% | 1917 |
|
|
2023
Q3 | USD 411 k | Vender |
43,544
-506
| -1% | -USD 5.01 k | ﹤0.01% | 1697 |
|
|
2023
Q2 | USD 446 k | Vender |
44,050
-342
| -0.8% | -USD 3.32 k | ﹤0.01% | 1636 |
|
|
2023
Q1 | USD 447 k | Vender |
44,392
-6,508
| -13% | -USD 70.8 k | ﹤0.01% | 1535 |
|
|
2022
Q4 | USD 527 k | Vender |
50,900
-4,624
| -8% | -USD 42.2 k | ﹤0.01% | 1395 |
|
|
2022
Q3 | USD 468 k | Vender |
55,524
-17,825
| -24% | -USD 209 k | ﹤0.01% | 1376 |
|
|
2022
Q2 | USD 812 k | Comprar |
73,349
+6,455
| +10% | +USD 76.5 k | ﹤0.01% | 1059 |
|
|
2022
Q1 | USD 876 k | Comprar |
66,894
+15,486
| +30% | +USD 217 k | ﹤0.01% | 1049 |
|
|
2021
Q4 | USD 773 k | Vender |
51,408
-13,415
| -21% | -USD 213 k | ﹤0.01% | 1073 |
|
|
2021
Q3 | USD 1.02 M | Vender |
64,823
-5,811
| -8% | -USD 94.1 k | ﹤0.01% | 940 |
|
|
2021
Q2 | USD 1.19 M | Vender |
70,634
-58,290
| -45% | -USD 1.04 M | ﹤0.01% | 866 |
|
|
2021
Q1 | USD 2.16 M | Comprar |
128,924
+22,174
| +21% | +USD 358 k | ﹤0.01% | 690 |
|
|
2020
Q4 | USD 1.66 M | Vender |
106,750
-14,729
| -12% | -USD 218 k | ﹤0.01% | 739 |
|
|
2020
Q3 | USD 1.69 M | Comprar |
121,479
+6,648
| +6% | +USD 91.5 k | ﹤0.01% | 618 |
|
|
2020
Q2 | USD 1.48 M | Vender |
114,831
-44,550
| -28% | -USD 559 k | ﹤0.01% | 604 |
|
|
2020
Q1 | USD 1.69 M | Comprar |
159,381
+71,294
| +81% | +USD 1.19 M | 0.01% | 478 |
|
|
2019
Q4 | USD 1.56 M | Vender |
88,087
-39,200
| -31% | -USD 667 k | ﹤0.01% | 605 |
|
|
2019
Q3 | USD 2.05 M | Vender |
127,287
-2,640
| -2% | -USD 43.3 k | 0.01% | 483 |
|
|
2019
Q2 | USD 2.18 M | Comprar |
129,927
+39,776
| +44% | +USD 691 k | 0.01% | 469 |
|
|
2019
Q1 | USD 1.62 M | Vender |
90,151
-10,913
| -11% | -USD 195 k | 0.01% | 537 |
|
|
2018
Q4 | USD 1.77 M | Vender |
101,064
-30,009
| -23% | -USD 535 k | 0.01% | 449 |
|
|
2018
Q3 | USD 2.44 M | Comprar |
131,073
+126
| +0.1% | +USD 2.4 k | 0.01% | 425 |
|
|
2018
Q2 | USD 2.43 M | Vender |
130,947
-17,450
| -12% | -USD 330 k | 0.01% | 427 |
|
|
2018
Q1 | USD 2.81 M | Comprar |
148,397
+13,379
| +10% | +USD 254 k | 0.01% | 385 |
|
|
2017
Q4 | USD 2.73 M | Comprar |
135,018
+2,185
| +2% | +USD 44.9 k | 0.01% | 383 |
|
|
2017
Q3 | USD 2.88 M | Comprar |
132,833
+3,394
| +3% | +USD 72.5 k | 0.01% | 363 |
|
|
2017
Q2 | USD 2.76 M | Vender |
129,439
-70,582
| -35% | -USD 1.47 M | 0.01% | 349 |
|
|
2017
Q1 | USD 3.98 M | Comprar |
200,021
+32,362
| +19% | +USD 624 k | 0.02% | 256 |
|
|
2016
Q4 | USD 3.04 M | Comprar |
+167,659
| Nuevas | +USD 3.18 M | 0.02% | 297 |
|
|
2016
Q3 | – | Vender |
-86,013
| Cerradas | -USD 1.7 M | – | 4553 |
|
|
2016
Q2 | USD 1.7 M | Comprar |
86,013
+8,460
| +11% | +USD 160 k | 0.01% | 375 |
|
|
2016
Q1 | USD 1.44 M | Comprar |
77,553
+16,025
| +26% | +USD 285 k | 0.01% | 396 |
|
|
2015
Q4 | USD 1.07 M | Comprar |
61,528
+5,190
| +9% | +USD 94.3 k | 0.01% | 488 |
|
|
2015
Q3 | USD 1.05 M | Vender |
56,338
-24,662
| -30% | -USD 474 k | 0.01% | 457 |
|
|
2015
Q2 | USD 1.49 M | Comprar |
81,000
+25,627
| +46% | +USD 528 k | 0.01% | 365 |
|
|
2015
Q1 | USD 1.18 M | Vender |
55,373
-1,056
| -2% | -USD 22.8 k | 0.01% | 408 |
|
|
2014
Q4 | USD 1.23 M | Comprar |
56,429
+12,199
| +28% | +USD 275 k | 0.01% | 385 |
|
|
2014
Q3 | USD 940 k | Comprar |
44,230
+10,328
| +30% | +USD 238 k | 0.01% | 422 |
|
|
2014
Q2 | USD 794 k | Vender |
33,902
-13,322
| -28% | -USD 306 k | 0.01% | 462 |
|
|
2014
Q1 | USD 1.02 M | Vender |
47,224
-50,500
| -52% | -USD 1.08 M | 0.02% | 364 |
|
|
2013
Q4 | USD 1.88 M | Comprar |
97,724
+7,027
| +8% | +USD 150 k | 0.03% | 192 |
|
|
2013
Q3 | USD 2.05 M | Comprar |
90,697
+5,145
| +6% | +USD 116 k | 0.04% | 144 |
|
|
2013
Q2 | USD 1.97 M | Comprar |
+85,552
| Nuevas | +USD 2.47 M | 0.05% | 133 |
|
Otros fondos que tienen AGNC en su cartera
Posición de Creative Planning en AGNC: resumen de T2 2026
Creative Planning redujo su participación en AGNC Investment (AGNC) en 7.7% durante T2 2026, al vender acciones por un valor estimado de USD 336 k, y conservó 381,039 acciones valuadas en USD 4.15 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1545.
Creative Planning reportó por primera vez una posición en AGNC en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 707 fondos que sigue Wall St. Rank mantienen una posición en AGNC.
- Al cierre de T2 2026, Creative Planning tenía 381,039 acciones de AGNC Investment con un valor de USD 4.15 M.
- Creative Planning vendió 31,881 acciones de AGNC Investment en T2 2026, por un valor estimado de USD 336 k.
- AGNC Investment representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1545.
- Creative Planning reportó por primera vez una posición en AGNC Investment en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 707 fondos que sigue Wall St. Rank tenían AGNC Investment en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.