Commonwealth Equity Services
AGIG icon

Commonwealth Equity Services’s Abundia Global Impact Group AGIG Stock Holding History

Commonwealth Equity Services’s Portfolio AGIG Stock Details AGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,000
Closed -$17K – 3430
2020
Q4 		$17K Hold
1,000
– – ﹤0.01% 3179
2020
Q3 		$19K Buy
+1,000
New +$14.3K ﹤0.01% 3015

Other funds holding AGIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $5.32B AUM 30.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Commonwealth Equity Services's AGIG Position: Q1 2021 in Review

Commonwealth Equity Services sold out of Abundia Global Impact Group (AGIG) in Q1 2021, closing a stake of 1,000 shares — an estimated $17K sold.

Commonwealth Equity Services first reported a position in AGIG in Q3 2020 and held it in 2 quarters. The position peaked at $19K in Q3 2020. 14 funds tracked by Wall St. Rank hold AGIG as of Q1 2021.

  • Commonwealth Equity Services reported no remaining Abundia Global Impact Group position as of Q1 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,000 Abundia Global Impact Group shares in Q1 2021, an estimated $17K.
  • Commonwealth Equity Services first reported a position in Abundia Global Impact Group in Q3 2020 and held it in 2 quarters.
  • Commonwealth Equity Services's Abundia Global Impact Group position peaked at $19K in Q3 2020.
  • 14 funds tracked by Wall St. Rank held Abundia Global Impact Group as of Q1 2021.

Based on Commonwealth Equity Services's 13F filing for Q1 2021, filed 4 May 2021.