BDO Wealth Advisors’s AGNC Investment AGNC Stock Holding History

BDO 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
2023 Q2	$329K	Sell	32,463 -1,049	-3%	-$10.2K	0.04%	209
2023 Q1	$338K	Sell	33,512 -12,782	-28%	-$139K	0.04%	193
2022 Q4	$479K	Sell	46,294 -7,491	-14%	-$68.4K	0.06%	177
2022 Q3	$453K	Sell	53,785 -3,378	-6%	-$39.7K	0.06%	174
2022 Q2	$633K	Sell	57,163 -970	-2%	-$11.5K	0.08%	154
2022 Q1	$762K	Sell	58,133 -3,718	-6%	-$52K	0.08%	149
2021 Q4	$930K	Sell	61,851 -8,149	-12%	-$129K	0.1%	139
2021 Q3	$1.1M	Sell	70,000 -3,603	-5%	-$58.4K	0.12%	123
2021 Q2	$1.24M	Sell	73,603 -1,429	-2%	-$25.4K	0.14%	118
2021 Q1	$1.26M	Buy	+75,032	New	+$1.21M	0.15%	114
2019 Q1	–	Sell	-125	Closed	-$2K	–	609
2018 Q4	$2K	Sell	125 -50	-29%	-$891	﹤0.01%	486
2018 Q3	$3K	Hold	175	–	–	﹤0.01%	525
2018 Q2	$3K	Buy	+175	New	+$3.31K	﹤0.01%	536

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

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

VRS

Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BDO Wealth Advisors's AGNC Position: Q2 2023 in Review

BDO Wealth Advisors reduced its AGNC Investment (AGNC) stake by 3.1% in Q2 2023, selling an estimated $10.2K and leaving 32,463 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #209.

BDO Wealth Advisors first reported a position in AGNC in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.26M in Q1 2021. 432 funds tracked by Wall St. Rank hold AGNC as of Q2 2023.

BDO Wealth Advisors held 32,463 shares of AGNC Investment worth $329K as of Q2 2023.
BDO Wealth Advisors sold 1,049 AGNC Investment shares in Q2 2023, an estimated $10.2K.
AGNC Investment made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #209 holding.
BDO Wealth Advisors first reported a position in AGNC Investment in Q2 2018 and has held it in 13 quarters since.
BDO Wealth Advisors's AGNC Investment position peaked at $1.26M in Q1 2021.
432 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.