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Allegheny Financial Group’s Assured Guaranty AGO Stock Holding History

Allegheny Financial Group’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
Q1 		– Sell
-7,602
Closed -$569K – 206
2023
Q4 		$569K Sell
7,602
-521
-6% -$34.4K 0.18% 105
2023
Q3 		$492K Buy
+8,123
New +$482K 0.18% 103

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Allegheny Financial Group's AGO Position: Q1 2024 in Review

Allegheny Financial Group sold out of Assured Guaranty (AGO) in Q1 2024, closing a stake of 7,602 shares — an estimated $569K sold.

Allegheny Financial Group first reported a position in AGO in Q3 2023 and held it in 2 quarters. The position peaked at $569K in Q4 2023. 332 funds tracked by Wall St. Rank hold AGO as of Q1 2024.

  • Allegheny Financial Group reported no remaining Assured Guaranty position as of Q1 2024 after selling out during the quarter.
  • Allegheny Financial Group sold 7,602 Assured Guaranty shares in Q1 2024, an estimated $569K.
  • Allegheny Financial Group first reported a position in Assured Guaranty in Q3 2023 and held it in 2 quarters.
  • Allegheny Financial Group's Assured Guaranty position peaked at $569K in Q4 2023.
  • 332 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2024.

Based on Allegheny Financial Group's 13F filing for Q1 2024, filed 7 May 2024.