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Abich Financial Wealth Management’s Assured Guaranty AGO Stock Holding History

Abich Financial Wealth Management’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5
Closed -$386 – 393
2024
Q2 		$386 Buy
+5
New +$391 ﹤0.01% 726

Other funds holding AGO

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Abich Financial Wealth Management sold out of Assured Guaranty (AGO) in Q3 2024, closing a stake of 5 shares — an estimated $386 sold.

Abich Financial Wealth Management first reported a position in AGO in Q2 2024 and held it in 1 quarter. The position peaked at $386 in Q2 2024. 322 funds tracked by Wall St. Rank hold AGO as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Assured Guaranty position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 5 Assured Guaranty shares in Q3 2024, an estimated $386.
  • Abich Financial Wealth Management first reported a position in Assured Guaranty in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Assured Guaranty position peaked at $386 in Q2 2024.
  • 322 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2024.

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