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Cassady Schiller Wealth Management’s AGNC Investment AGNC Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$1.23K Buy
+133
New +$1.3K ﹤0.01% 732

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cassady Schiller Wealth Management's AGNC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in AGNC Investment (AGNC) in Q4 2024: 133 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings.

550 funds tracked by Wall St. Rank hold AGNC as of Q4 2024.

  • Cassady Schiller Wealth Management held 133 shares of AGNC Investment worth $1.23K as of Q4 2024.
  • AGNC Investment was a new Cassady Schiller Wealth Management position in Q4 2024.
  • AGNC Investment made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #732 holding.
  • 550 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.