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Edge Capital Group’s Assured Guaranty AGO Stock Holding History

Edge Capital Group’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
2021
Q3 		– Sell
-5,000
Closed -$237K – 277
2021
Q2 		$237K Sell
5,000
-5,000
-50% -$235K 0.02% 241
2021
Q1 		$423K Buy
+10,000
New +$400K 0.04% 195

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Edge Capital Group's AGO Position: Q3 2021 in Review

Edge Capital Group sold out of Assured Guaranty (AGO) in Q3 2021, closing a stake of 5,000 shares — an estimated $237K sold.

Edge Capital Group first reported a position in AGO in Q1 2021 and held it in 2 quarters. The position peaked at $423K in Q1 2021. 241 funds tracked by Wall St. Rank hold AGO as of Q3 2021.

  • Edge Capital Group reported no remaining Assured Guaranty position as of Q3 2021 after selling out during the quarter.
  • Edge Capital Group sold 5,000 Assured Guaranty shares in Q3 2021, an estimated $237K.
  • Edge Capital Group first reported a position in Assured Guaranty in Q1 2021 and held it in 2 quarters.
  • Edge Capital Group's Assured Guaranty position peaked at $423K in Q1 2021.
  • 241 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2021.

Based on Edge Capital Group's 13F filing for Q3 2021, filed 26 Oct 2021.