CWC
AGO icon

Carolinas Wealth Consulting’s Assured Guaranty AGO Stock Holding History

Carolinas Wealth Consulting’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
2022
Q1 		– Sell
-50
Closed -$3K – 909
2021
Q4 		$3K Sell
50
-5
-9% -$257 ﹤0.01% 758
2021
Q3 		$3K Hold
55
– – ﹤0.01% 724
2021
Q2 		$3K Sell
55
-6
-10% -$282 ﹤0.01% 747
2021
Q1 		$3K Buy
+61
New +$2.44K ﹤0.01% 755

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Carolinas Wealth Consulting's AGO Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Assured Guaranty (AGO) in Q1 2022, closing a stake of 50 shares — an estimated $3K sold.

Carolinas Wealth Consulting first reported a position in AGO in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 263 funds tracked by Wall St. Rank hold AGO as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Assured Guaranty position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 50 Assured Guaranty shares in Q1 2022, an estimated $3K.
  • Carolinas Wealth Consulting first reported a position in Assured Guaranty in Q1 2021 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Assured Guaranty position peaked at $3K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.