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American Portfolios Advisors’s Assured Guaranty AGO Stock Holding History

American Portfolios Advisors’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
Q3 		$20.5K Buy
+423
New +$22.7K ﹤0.01% 2171
2020
Q1 		– Sell
-1,669
Closed -$81.8K – 2775
2019
Q4 		$81.8K Buy
1,669
+1,598
+2,251% +$76.4K 0.01% 1151
2019
Q3 		$3.16K Buy
+71
New +$3.13K ﹤0.01% 2357

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

American Portfolios Advisors's AGO Position: Q3 2022 in Review

American Portfolios Advisors opened a new position in Assured Guaranty (AGO) in Q3 2022: 423 shares worth $20.5K. The stake represents ﹤0.01% of the portfolio and ranks #2171 among its holdings. This is a return to the name: American Portfolios Advisors previously reported a position in AGO as recently as Q4 2019.

American Portfolios Advisors first reported a position in AGO in Q3 2019 and has held it in 3 quarters since. The position peaked at $81.8K in Q4 2019. 249 funds tracked by Wall St. Rank hold AGO as of Q3 2022.

  • American Portfolios Advisors held 423 shares of Assured Guaranty worth $20.5K as of Q3 2022.
  • Assured Guaranty was a new American Portfolios Advisors position in Q3 2022.
  • Assured Guaranty made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2171 holding.
  • American Portfolios Advisors first reported a position in Assured Guaranty in Q3 2019 and has held it in 3 quarters since.
  • American Portfolios Advisors's Assured Guaranty position peaked at $81.8K in Q4 2019.
  • 249 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.