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BCR Wealth Strategies’s AGNC Investment AGNC Stock Holding History

BCR Wealth Strategies’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
Q4 		– Sell
-100
Closed -$1K – 21
2022
Q3 		$1K Hold
100
– – ﹤0.01% 85
2022
Q2 		$1K Hold
100
– – ﹤0.01% 91
2022
Q1 		$1K Hold
100
– – ﹤0.01% 96
2021
Q4 		$2K Buy
+100
New +$1.58K ﹤0.01% 96

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BCR Wealth Strategies's AGNC Position: Q4 2022 in Review

BCR Wealth Strategies sold out of AGNC Investment (AGNC) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

BCR Wealth Strategies first reported a position in AGNC in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 429 funds tracked by Wall St. Rank hold AGNC as of Q4 2022.

  • BCR Wealth Strategies reported no remaining AGNC Investment position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 100 AGNC Investment shares in Q4 2022, an estimated $1K.
  • BCR Wealth Strategies first reported a position in AGNC Investment in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's AGNC Investment position peaked at $2K in Q4 2021.
  • 429 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.