B. Riley Wealth Management’s AGNC Investment AGNC Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$329K	Buy	29,756 +5,574	+23%	+$66.1K	0.03%	404
2022 Q1	$317K	Buy	24,182 +5,546	+30%	+$77.5K	0.02%	435
2021 Q4	$280K	Buy	18,636 +1,541	+9%	+$24.4K	0.02%	492
2021 Q3	$270K	Buy	17,095 +1,096	+7%	+$17.8K	0.02%	481
2021 Q2	$270K	Sell	15,999 -404	-2%	-$7.18K	0.03%	329
2021 Q1	$275K	Buy	16,403 +631	+4%	+$10.2K	0.03%	311
2020 Q4	$246K	Buy	+15,772	New	+$233K	0.03%	294
2015 Q3	–	Sell	-500	Closed	-$9K	–	156
2015 Q2	$9K	Sell	500 -1,000	-67%	-$20.6K	0.01%	750
2015 Q1	$31K	Buy	1,500 +750	+100%	+$16.2K	0.02%	510
2014 Q4	$16K	Buy	750 +250	+50%	+$5.64K	0.01%	637
2014 Q3	$10K	Hold	500	–	–	0.01%	758
2014 Q2	$11K	Hold	500	–	–	0.01%	793
2014 Q1	$11K	Buy	+500	New	+$10.7K	0.01%	736

Other funds holding AGNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

B. Riley Wealth Management's AGNC Position: Q2 2022 in Review

B. Riley Wealth Management increased its AGNC Investment (AGNC) stake by 23% in Q2 2022, buying an estimated $66.1K and bringing the position to 29,756 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #404.

B. Riley Wealth Management first reported a position in AGNC in Q1 2014 and has held it in 13 quarters since. 424 funds tracked by Wall St. Rank hold AGNC as of Q2 2022.

B. Riley Wealth Management held 29,756 shares of AGNC Investment worth $329K as of Q2 2022.
B. Riley Wealth Management bought 5,574 AGNC Investment shares in Q2 2022, an estimated $66.1K.
AGNC Investment made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #404 holding.
B. Riley Wealth Management first reported a position in AGNC Investment in Q1 2014 and has held it in 13 quarters since.
424 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.