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AdvisorShares Investments’s Assured Guaranty AGO Stock Holding History

AdvisorShares Investments’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
Q1 		– Sell
-6,740
Closed -$420K – 283
2022
Q4 		$420K Buy
+6,740
New +$400K 0.12% 114

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
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AdvisorShares Investments's AGO Position: Q1 2023 in Review

AdvisorShares Investments sold out of Assured Guaranty (AGO) in Q1 2023, closing a stake of 6,740 shares — an estimated $420K sold.

AdvisorShares Investments first reported a position in AGO in Q4 2022 and held it in 1 quarter. The position peaked at $420K in Q4 2022. 263 funds tracked by Wall St. Rank hold AGO as of Q1 2023.

  • AdvisorShares Investments reported no remaining Assured Guaranty position as of Q1 2023 after selling out during the quarter.
  • AdvisorShares Investments sold 6,740 Assured Guaranty shares in Q1 2023, an estimated $420K.
  • AdvisorShares Investments first reported a position in Assured Guaranty in Q4 2022 and held it in 1 quarter.
  • AdvisorShares Investments's Assured Guaranty position peaked at $420K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2023.

Based on AdvisorShares Investments's 13F filing for Q1 2023, filed 9 May 2023.