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AGO icon

Clearstead Advisors’s Assured Guaranty AGO Stock Holding History

Clearstead 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
2026
Q1 		$7.82K Sell
96
-1,162
-92% -$99.2K ﹤0.01% 1656
2025
Q4 		$113K Buy
1,258
+642
+104% +$55.4K ﹤0.01% 1094
2025
Q3 		$52.1K Sell
616
-26
-4% -$2.16K ﹤0.01% 1267
2025
Q2 		$55.9K Buy
642
+546
+569% +$46.5K ﹤0.01% 1255
2025
Q1 		$8.46K Hold
96
– – ﹤0.01% 1649
2024
Q4 		$8.64K Hold
96
– – ﹤0.01% 1610
2024
Q3 		$7.63K Hold
96
– – ﹤0.01% 1634
2024
Q2 		$7.41K Hold
96
– – ﹤0.01% 1606
2024
Q1 		$7.52K Hold
96
– – ﹤0.01% 1109
2023
Q4 		$7.18K Sell
96
-8
-8% -$529 ﹤0.01% 1112
2023
Q3 		$6.3K Buy
+104
New +$6.18K ﹤0.01% 1190

Other funds holding AGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return