Destination Wealth Management
AGO icon

Destination Wealth Management’s Assured Guaranty AGO Stock Holding History

Destination Wealth 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
2018
Q4 		– Sell
-77
Closed -$3K – 502
2018
Q3 		$3K Buy
+77
New +$3.06K ﹤0.01% 538

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Destination Wealth Management's AGO Position: Q4 2018 in Review

Destination Wealth Management sold out of Assured Guaranty (AGO) in Q4 2018, closing a stake of 77 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in AGO in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 285 funds tracked by Wall St. Rank hold AGO as of Q4 2018.

  • Destination Wealth Management reported no remaining Assured Guaranty position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 77 Assured Guaranty shares in Q4 2018, an estimated $3K.
  • Destination Wealth Management first reported a position in Assured Guaranty in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Assured Guaranty position peaked at $3K in Q3 2018.
  • 285 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.