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CSat Investment Advisory’s Assured Guaranty AGO Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-280
Closed -$6K – 533
2020
Q3 		$6K Buy
280
+30
+12% +$661 ﹤0.01% 1080
2020
Q2 		$6K Sell
250
-20,174
-99% -$550K ﹤0.01% 1093
2020
Q1 		$527K Buy
20,424
+8,696
+74% +$360K 0.11% 126
2019
Q4 		$575K Buy
11,728
+218
+2% +$10.4K 0.15% 127
2019
Q3 		$512K Buy
11,510
+4,463
+63% +$196K 0.16% 120
2019
Q2 		$297K Buy
+7,047
New +$311K 0.1% 160

Other funds holding AGO

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CSat Investment Advisory's AGO Position: Q4 2020 in Review

CSat Investment Advisory sold out of Assured Guaranty (AGO) in Q4 2020, closing a stake of 280 shares — an estimated $6K sold.

CSat Investment Advisory first reported a position in AGO in Q2 2019 and held it in 6 quarters. The position peaked at $575K in Q4 2019. 226 funds tracked by Wall St. Rank hold AGO as of Q4 2020.

  • CSat Investment Advisory reported no remaining Assured Guaranty position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 280 Assured Guaranty shares in Q4 2020, an estimated $6K.
  • CSat Investment Advisory first reported a position in Assured Guaranty in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Assured Guaranty position peaked at $575K in Q4 2019.
  • 226 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.