Berman Capital Advisors’s Assured Guaranty AGO Stock Holding History

Berman Capital Advisors’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
2021 Q3	$10K	Buy	224 +1	+0.4%	+$48	﹤0.01%	1176
2021 Q2	$10K	Hold	223	–	–	﹤0.01%	1130
2021 Q1	$9K	Hold	223	–	–	﹤0.01%	1047
2020 Q4	$7K	Buy	223 +41	+23%	+$1.2K	﹤0.01%	1027
2020 Q3	$3K	Buy	182 +33	+22%	+$727	﹤0.01%	1162
2020 Q2	$3K	Buy	149 +121	+432%	+$3.3K	﹤0.01%	1103
2020 Q1	$0	Hold	28	–	–	﹤0.01%	1444
2019 Q4	$1K	Hold	28	–	–	﹤0.01%	1288
2019 Q3	$1K	Hold	28	–	–	﹤0.01%	1275
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	1291
2019 Q1	$1K	Hold	28	–	–	﹤0.01%	1170
2018 Q4	$1K	Buy	+28	New	+$1.12K	﹤0.01%	940

Other funds holding AGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Berman Capital Advisors increased its Assured Guaranty (AGO) stake by 0.45% in Q3 2021, buying an estimated $48 and bringing the position to 224 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Berman Capital Advisors first reported a position in AGO in Q4 2018 and has held it in 12 quarters since. 240 funds tracked by Wall St. Rank hold AGO as of Q3 2021.

Berman Capital Advisors held 224 shares of Assured Guaranty worth $10K as of Q3 2021.
Berman Capital Advisors bought 1 Assured Guaranty share in Q3 2021, an estimated $48.
Assured Guaranty made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1176 holding.
Berman Capital Advisors first reported a position in Assured Guaranty in Q4 2018 and has held it in 12 quarters since.
240 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2021.

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