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BerganKDV Wealth Management’s Assured Guaranty AGO Stock Holding History

BerganKDV 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
2020
Q4 		– Sell
-7
Closed – – 937
2020
Q3 		$0 Hold
7
– – ﹤0.01% 904
2020
Q2 		$0 Sell
7
-55
-89% -$1.5K ﹤0.01% 948
2020
Q1 		$2K Buy
62
+7
+13% +$290 ﹤0.01% 713
2019
Q4 		$3K Buy
+55
New +$2.63K ﹤0.01% 691

Other funds holding AGO

Putnam Investments
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

BerganKDV Wealth Management's AGO Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Assured Guaranty (AGO) in Q4 2020, closing a stake of 7 shares.

BerganKDV Wealth Management first reported a position in AGO in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 226 funds tracked by Wall St. Rank hold AGO as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Assured Guaranty position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 7 Assured Guaranty shares in Q4 2020.
  • BerganKDV Wealth Management first reported a position in Assured Guaranty in Q4 2019 and held it in 4 quarters.
  • BerganKDV Wealth Management's Assured Guaranty position peaked at $3K in Q4 2019.
  • 226 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.