9258 Wealth Management’s AGNC Investment AGNC Stock Holding History

9258 Wealth Management’s Portfolio AGNC Stock Details AGNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-14,215	Closed	-$251K	–	276
2019 Q4	$251K	Buy	+14,215	New	+$242K	0.09%	239

Other funds holding AGNC

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Athanor Capital New York $24.6M AUM 2.49% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's AGNC Position: Q1 2020 in Review

9258 Wealth Management sold out of AGNC Investment (AGNC) in Q1 2020, closing a stake of 14,215 shares — an estimated $251K sold.

9258 Wealth Management first reported a position in AGNC in Q4 2019 and held it in 1 quarter. The position peaked at $251K in Q4 2019. 437 funds tracked by Wall St. Rank hold AGNC as of Q1 2020.

9258 Wealth Management reported no remaining AGNC Investment position as of Q1 2020 after selling out during the quarter.
9258 Wealth Management sold 14,215 AGNC Investment shares in Q1 2020, an estimated $251K.
9258 Wealth Management first reported a position in AGNC Investment in Q4 2019 and held it in 1 quarter.
9258 Wealth Management's AGNC Investment position peaked at $251K in Q4 2019.
437 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.