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Berman Capital Advisors’s AGNC Investment AGNC Stock Holding History

Berman Capital 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
2021
Q3 		$32K Buy
2,038
+1,227
+151% +$19.9K 0.01% 837
2021
Q2 		$13K Buy
811
+128
+19% +$2.27K ﹤0.01% 1043
2021
Q1 		$11K Sell
683
-53
-7% -$857 ﹤0.01% 994
2020
Q4 		$11K Sell
736
-79
-10% -$1.17K ﹤0.01% 868
2020
Q3 		$11K Sell
815
-8
-1% -$110 ﹤0.01% 754
2020
Q2 		$10K Buy
823
+379
+85% +$4.75K ﹤0.01% 748
2020
Q1 		$4K Buy
444
+149
+51% +$2.49K ﹤0.01% 922
2019
Q4 		$5K Sell
295
-303
-51% -$5.16K ﹤0.01% 956
2019
Q3 		$9K Buy
598
+117
+24% +$1.92K ﹤0.01% 734
2019
Q2 		$8K Buy
481
+285
+145% +$4.95K ﹤0.01% 797
2019
Q1 		$3K Buy
196
+14
+8% +$250 ﹤0.01% 974
2018
Q4 		$3K Buy
+182
New +$3.24K ﹤0.01% 780

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Berman Capital Advisors's AGNC Position: Q3 2021 in Review

Berman Capital Advisors increased its AGNC Investment (AGNC) stake by 151% in Q3 2021, buying an estimated $19.9K and bringing the position to 2,038 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #837.

Berman Capital Advisors first reported a position in AGNC in Q4 2018 and has held it in 12 quarters since. 477 funds tracked by Wall St. Rank hold AGNC as of Q3 2021.

  • Berman Capital Advisors held 2,038 shares of AGNC Investment worth $32K as of Q3 2021.
  • Berman Capital Advisors bought 1,227 AGNC Investment shares in Q3 2021, an estimated $19.9K.
  • AGNC Investment made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #837 holding.
  • Berman Capital Advisors first reported a position in AGNC Investment in Q4 2018 and has held it in 12 quarters since.
  • 477 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.