Castle Financial & Retirement Planning Associates’s AGNC Investment AGNC Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$17K	Buy	+1,165	New	+$18.5K	0.06%	66

Other funds holding AGNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's AGNC Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in AGNC Investment (AGNC) in Q4 2021: 1,165 shares worth $17K. The stake represents 0.06% of the portfolio and ranks #66 among its holdings.

482 funds tracked by Wall St. Rank hold AGNC as of Q4 2021.

Castle Financial & Retirement Planning Associates held 1,165 shares of AGNC Investment worth $17K as of Q4 2021.
AGNC Investment was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
AGNC Investment made up 0.06% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #66 holding.
482 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.