Atlas Private Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Atlas Private Wealth Advisors’s Portfolio AGNC Stock Details AGNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,000	Closed	-$16K	–	160
2021 Q3	$16K	Sell	1,000 -113	-10%	-$1.83K	0.01%	388
2021 Q2	$19K	Buy	1,113 +113	+11%	+$2.01K	0.01%	368
2021 Q1	$17K	Hold	1,000	–	–	0.01%	398
2020 Q4	$16K	Hold	1,000	–	–	0.01%	361
2020 Q3	$14K	Hold	1,000	–	–	0.01%	351
2020 Q2	$13K	Buy	+1,000	New	+$12.5K	0.01%	365

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Private Wealth Advisors's AGNC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of AGNC Investment (AGNC) in Q4 2021, closing a stake of 1,000 shares — an estimated $16K sold.

Atlas Private Wealth Advisors first reported a position in AGNC in Q2 2020 and held it in 6 quarters. The position peaked at $19K in Q2 2021. 481 funds tracked by Wall St. Rank hold AGNC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining AGNC Investment position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,000 AGNC Investment shares in Q4 2021, an estimated $16K.
Atlas Private Wealth Advisors first reported a position in AGNC Investment in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's AGNC Investment position peaked at $19K in Q2 2021.
481 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.