FGAM
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Financial Gravity Asset Management’s Assured Guaranty AGO Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-17
Closed -$1.44K – 1442
2024
Q1 		$1.44K Buy
+17
New +$1.43K ﹤0.01% 1172
2023
Q3 		– Sell
-56
Closed -$949 – 1244
2023
Q2 		$949 Buy
+56
New +$2.98K ﹤0.01% 825
2023
Q1 		– Sell
-62
Closed -$10.4K – 1128
2022
Q4 		$10.4K Buy
+62
New +$3.67K 0.05% 240
2022
Q2 		– Sell
-1,152
Closed -$3.04K – 731
2022
Q1 		$3.04K Buy
+1,152
New +$66.1K 0.09% 206

Other funds holding AGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return