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Abich Financial Wealth Management’s AGNC Investment AGNC Stock Holding History

Abich Financial 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
2024
Q3 		– Sell
-98
Closed -$935 – 392
2024
Q2 		$935 Buy
+98
New +$938 ﹤0.01% 623
2024
Q1 		– Sell
-5,794
Closed -$56.8K – 547
2023
Q4 		$56.8K Buy
+5,794
New +$50.9K 0.05% 97

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Abich Financial Wealth Management's AGNC Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of AGNC Investment (AGNC) in Q3 2024, closing a stake of 98 shares — an estimated $935 sold.

Abich Financial Wealth Management first reported a position in AGNC in Q4 2023 and held it in 2 quarters. The position peaked at $56.8K in Q4 2023. 528 funds tracked by Wall St. Rank hold AGNC as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining AGNC Investment position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 98 AGNC Investment shares in Q3 2024, an estimated $935.
  • Abich Financial Wealth Management first reported a position in AGNC Investment in Q4 2023 and held it in 2 quarters.
  • Abich Financial Wealth Management's AGNC Investment position peaked at $56.8K in Q4 2023.
  • 528 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.