Berger Financial Group’s AGNC Investment AGNC Stock Holding History

Berger Financial Group’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	-22,114	Closed	-$186K	–	261
2022 Q3	$186K	Buy	+22,114	New	+$260K	0.03%	229

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 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

Norges Bank Oslo, Norway $935B AUM

Berger Financial Group's AGNC Position: Q4 2022 in Review

Berger Financial Group sold out of AGNC Investment (AGNC) in Q4 2022, closing a stake of 22,114 shares — an estimated $186K sold.

Berger Financial Group first reported a position in AGNC in Q3 2022 and held it in 1 quarter. The position peaked at $186K in Q3 2022. 430 funds tracked by Wall St. Rank hold AGNC as of Q4 2022.

Berger Financial Group reported no remaining AGNC Investment position as of Q4 2022 after selling out during the quarter.
Berger Financial Group sold 22,114 AGNC Investment shares in Q4 2022, an estimated $186K.
Berger Financial Group first reported a position in AGNC Investment in Q3 2022 and held it in 1 quarter.
Berger Financial Group's AGNC Investment position peaked at $186K in Q3 2022.
430 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2022.

Based on Berger Financial Group's 13F filing for Q4 2022, filed 30 Jan 2023.