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Advisornet Financial’s Assured Guaranty AGO Stock Holding History

Advisornet Financial’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
2023
Q3 		– Sell
-5
Closed -$279 – 2285
2023
Q2 		$279 Hold
5
– – ﹤0.01% 2163
2023
Q1 		$251 Sell
5
-19
-79% -$1.1K ﹤0.01% 2208
2022
Q4 		$1.49K Buy
24
+19
+380% +$1.13K ﹤0.01% 1729
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1851
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1862
2022
Q1 		$0 Sell
5
-5
-50% -$287 ﹤0.01% 1979
2021
Q4 		$1K Buy
+10
New +$515 ﹤0.01% 1881

Other funds holding AGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Advisornet Financial's AGO Position: Q3 2023 in Review

Advisornet Financial sold out of Assured Guaranty (AGO) in Q3 2023, closing a stake of 5 shares — an estimated $279 sold.

Advisornet Financial first reported a position in AGO in Q4 2021 and held it in 7 quarters. The position peaked at $1.49K in Q4 2022. 255 funds tracked by Wall St. Rank hold AGO as of Q3 2023.

  • Advisornet Financial reported no remaining Assured Guaranty position as of Q3 2023 after selling out during the quarter.
  • Advisornet Financial sold 5 Assured Guaranty shares in Q3 2023, an estimated $279.
  • Advisornet Financial first reported a position in Assured Guaranty in Q4 2021 and held it in 7 quarters.
  • Advisornet Financial's Assured Guaranty position peaked at $1.49K in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.