Avior Wealth Management
AGO icon

Avior Wealth Management’s Assured Guaranty AGO Stock Holding History

Avior Wealth Management’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
Q3 		– Sell
-31
Closed -$2.39K – 2311
2024
Q2 		$2.39K Sell
31
-399
-93% -$31.2K ﹤0.01% 1913
2024
Q1 		$37.5K Buy
+430
New +$36.2K ﹤0.01% 1343

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Avior Wealth Management's AGO Position: Q3 2024 in Review

Avior Wealth Management sold out of Assured Guaranty (AGO) in Q3 2024, closing a stake of 31 shares — an estimated $2.39K sold.

Avior Wealth Management first reported a position in AGO in Q1 2024 and held it in 2 quarters. The position peaked at $37.5K in Q1 2024. 322 funds tracked by Wall St. Rank hold AGO as of Q3 2024.

  • Avior Wealth Management reported no remaining Assured Guaranty position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 31 Assured Guaranty shares in Q3 2024, an estimated $2.39K.
  • Avior Wealth Management first reported a position in Assured Guaranty in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Assured Guaranty position peaked at $37.5K in Q1 2024.
  • 322 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.