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Belpointe Asset Management’s Assured Guaranty AGO Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-651
Closed -$32.7K – 673
2023
Q1 		$32.7K Buy
651
+335
+106% +$19.5K ﹤0.01% 1995
2022
Q4 		$19.7K Buy
+316
New +$18.7K ﹤0.01% 2196

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Belpointe Asset Management's AGO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Assured Guaranty (AGO) in Q2 2023, closing a stake of 651 shares — an estimated $32.7K sold.

Belpointe Asset Management first reported a position in AGO in Q4 2022 and held it in 2 quarters. The position peaked at $32.7K in Q1 2023. 263 funds tracked by Wall St. Rank hold AGO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Assured Guaranty position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 651 Assured Guaranty shares in Q2 2023, an estimated $32.7K.
  • Belpointe Asset Management first reported a position in Assured Guaranty in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Assured Guaranty position peaked at $32.7K in Q1 2023.
  • 263 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.