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Delos Wealth Advisors’s Assured Guaranty AGO Stock Holding History

Delos Wealth 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
2024
Q3 		– Sell
-14
Closed -$1.08K – 195
2024
Q2 		$1.08K Hold
14
– – ﹤0.01% 247
2024
Q1 		$1.22K Buy
+14
New +$1.18K ﹤0.01% 246

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Delos Wealth Advisors's AGO Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Assured Guaranty (AGO) in Q3 2024, closing a stake of 14 shares — an estimated $1.08K sold.

Delos Wealth Advisors first reported a position in AGO in Q1 2024 and held it in 2 quarters. The position peaked at $1.22K in Q1 2024. 322 funds tracked by Wall St. Rank hold AGO as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Assured Guaranty position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 14 Assured Guaranty shares in Q3 2024, an estimated $1.08K.
  • Delos Wealth Advisors first reported a position in Assured Guaranty in Q1 2024 and held it in 2 quarters.
  • Delos Wealth Advisors's Assured Guaranty position peaked at $1.22K in Q1 2024.
  • 322 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.