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Accel Wealth Management’s Assured Guaranty AGO Stock Holding History

Accel 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
2022
Q4 		– Sell
-56
Closed -$3K – 1059
2022
Q3 		$3K Hold
56
– – ﹤0.01% 886
2022
Q2 		$3K Buy
+56
New +$3.23K ﹤0.01% 848

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Accel Wealth Management's AGO Position: Q4 2022 in Review

Accel Wealth Management sold out of Assured Guaranty (AGO) in Q4 2022, closing a stake of 56 shares — an estimated $3K sold.

Accel Wealth Management first reported a position in AGO in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 262 funds tracked by Wall St. Rank hold AGO as of Q4 2022.

  • Accel Wealth Management reported no remaining Assured Guaranty position as of Q4 2022 after selling out during the quarter.
  • Accel Wealth Management sold 56 Assured Guaranty shares in Q4 2022, an estimated $3K.
  • Accel Wealth Management first reported a position in Assured Guaranty in Q2 2022 and held it in 2 quarters.
  • Accel Wealth Management's Assured Guaranty position peaked at $3K in Q3 2022.
  • 262 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.