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Advisor Partners’s Assured Guaranty AGO Stock Holding History

Advisor Partners’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
Q2 		$310K Buy
5,563
+45
+0.8% +$2.6K 0.02% 626
2022
Q1 		$351K Buy
5,518
+13
+0.2% +$745 0.02% 623
2021
Q4 		$277K Buy
5,505
+399
+8% +$20.5K 0.02% 697
2021
Q3 		$239K Buy
5,106
+509
+11% +$24.3K 0.02% 709
2021
Q2 		$218K Buy
+4,597
New +$216K 0.01% 763

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Advisor Partners's AGO Position: Q2 2022 in Review

Advisor Partners increased its Assured Guaranty (AGO) stake by 0.82% in Q2 2022, buying an estimated $2.6K and bringing the position to 5,563 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #626.

Advisor Partners first reported a position in AGO in Q2 2021 and has held it in 5 quarters since. The position peaked at $351K in Q1 2022. 254 funds tracked by Wall St. Rank hold AGO as of Q2 2022.

  • Advisor Partners held 5,563 shares of Assured Guaranty worth $310K as of Q2 2022.
  • Advisor Partners bought 45 Assured Guaranty shares in Q2 2022, an estimated $2.6K.
  • Assured Guaranty made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #626 holding.
  • Advisor Partners first reported a position in Assured Guaranty in Q2 2021 and has held it in 5 quarters since.
  • Advisor Partners's Assured Guaranty position peaked at $351K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.