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Contravisory Investment Management’s Assured Guaranty AGO Stock Holding History

Contravisory Investment Management’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
2023
Q2 		– Sell
-4,056
Closed -$204K – 298
2023
Q1 		$204K Buy
4,056
+53
+1% +$3.08K 0.06% 197
2022
Q4 		$249K Buy
4,003
+611
+18% +$36.2K 0.07% 176
2022
Q3 		$164K Buy
+3,392
New +$182K 0.05% 194
2020
Q2 		– Sell
-4,012
Closed -$103K – 252
2020
Q1 		$103K Sell
4,012
-37
-0.9% -$1.53K 0.05% 180
2019
Q4 		$198K Buy
4,049
+106
+3% +$5.07K 0.07% 144
2019
Q3 		$175K Buy
3,943
+96
+2% +$4.23K 0.07% 145
2019
Q2 		$162K Hold
3,847
– – 0.06% 145
2019
Q1 		$171K Buy
+3,847
New +$160K 0.07% 147
2014
Q4 		– Sell
-250
Closed -$6K – 158
2014
Q3 		$6K Hold
250
– – ﹤0.01% 127
2014
Q2 		$6K Buy
+250
New +$6.2K ﹤0.01% 127

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Contravisory Investment Management's AGO Position: Q2 2023 in Review

Contravisory Investment Management sold out of Assured Guaranty (AGO) in Q2 2023, closing a stake of 4,056 shares — an estimated $204K sold.

Contravisory Investment Management first reported a position in AGO in Q2 2014 and held it in 10 quarters. The position peaked at $249K in Q4 2022. 263 funds tracked by Wall St. Rank hold AGO as of Q2 2023.

  • Contravisory Investment Management reported no remaining Assured Guaranty position as of Q2 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 4,056 Assured Guaranty shares in Q2 2023, an estimated $204K.
  • Contravisory Investment Management first reported a position in Assured Guaranty in Q2 2014 and held it in 10 quarters.
  • Contravisory Investment Management's Assured Guaranty position peaked at $249K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2023.

Based on Contravisory Investment Management's 13F filing for Q2 2023, filed 12 Jul 2023.