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Financial Advocates Investment Management’s AGNC Investment AGNC Stock Holding History

Financial Advocates Investment Management’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-18,230
Closed -$239K – 687
2022
Q1 		$239K Buy
+18,230
New +$255K 0.02% 637
2021
Q4 		– Sell
-29,754
Closed -$470K – 769
2021
Q3 		$470K Sell
29,754
-29,586
-50% -$479K 0.03% 486
2021
Q2 		$1M Buy
59,340
+414
+0.7% +$7.36K 0.07% 318
2021
Q1 		$988K Sell
58,926
-1,422
-2% -$23K 0.07% 319
2020
Q4 		$942K Buy
60,348
+21,072
+54% +$312K 0.06% 313
2020
Q3 		$546K Buy
39,276
+5,546
+16% +$76.3K 0.05% 363
2020
Q2 		$435K Buy
33,730
+1,000
+3% +$12.5K 0.04% 389
2020
Q1 		$346K Sell
32,730
-94
-0.3% -$1.57K 0.05% 329
2019
Q4 		$580K Sell
32,824
-109
-0.3% -$1.85K 0.06% 287
2019
Q3 		$530K Buy
32,933
+203
+0.6% +$3.33K 0.06% 275
2019
Q2 		$551K Buy
32,730
+4,411
+16% +$76.7K 0.06% 271
2019
Q1 		$510K Buy
28,319
+925
+3% +$16.5K 0.06% 267
2018
Q4 		$480K Sell
27,394
-1,441
-5% -$25.7K 0.07% 252
2018
Q3 		$537K Hold
28,835
– – 0.06% 274
2018
Q2 		$543K Buy
28,835
+9,018
+46% +$170K 0.07% 258
2018
Q1 		$375K Buy
19,817
+1,248
+7% +$23.7K 0.05% 317
2017
Q4 		$375K Buy
+18,569
New +$382K 0.05% 307

Other funds holding AGNC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Financial Advocates Investment Management's AGNC Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of AGNC Investment (AGNC) in Q2 2022, closing a stake of 18,230 shares — an estimated $239K sold.

Financial Advocates Investment Management first reported a position in AGNC in Q4 2017 and held it in 17 quarters. The position peaked at $1M in Q2 2021. 424 funds tracked by Wall St. Rank hold AGNC as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining AGNC Investment position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 18,230 AGNC Investment shares in Q2 2022, an estimated $239K.
  • Financial Advocates Investment Management first reported a position in AGNC Investment in Q4 2017 and held it in 17 quarters.
  • Financial Advocates Investment Management's AGNC Investment position peaked at $1M in Q2 2021.
  • 424 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.