Crewe Advisors’s Assured Guaranty AGO Stock Holding History

Crewe 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
2023 Q4	–	Sell	-2	Closed	-$122	–	417
2023 Q3	$122	Hold	2	–	–	﹤0.01%	526
2023 Q2	$112	Buy	+2	New	+$106	﹤0.01%	861

Other funds holding AGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Crewe Advisors's AGO Position: Q4 2023 in Review

Crewe Advisors sold out of Assured Guaranty (AGO) in Q4 2023, closing a stake of 2 shares — an estimated $122 sold.

Crewe Advisors first reported a position in AGO in Q2 2023 and held it in 2 quarters. The position peaked at $122 in Q3 2023. 281 funds tracked by Wall St. Rank hold AGO as of Q4 2023.

Crewe Advisors reported no remaining Assured Guaranty position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 2 Assured Guaranty shares in Q4 2023, an estimated $122.
Crewe Advisors first reported a position in Assured Guaranty in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Assured Guaranty position peaked at $122 in Q3 2023.
281 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.