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Focused Wealth Management’s AGNC Investment AGNC Stock Holding History

Focused Wealth 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
2023
Q3 		– Sell
-290
Closed -$2.94K – 1033
2023
Q2 		$2.94K Sell
290
-693
-70% -$6.73K ﹤0.01% 756
2023
Q1 		$9.91K Buy
+983
New +$10.7K ﹤0.01% 546
2022
Q4 		– Sell
-1,038
Closed -$9K – 1092
2022
Q3 		$9K Hold
1,038
– – ﹤0.01% 503
2022
Q2 		$11K Hold
1,038
– – ﹤0.01% 482
2022
Q1 		$14K Buy
1,038
+8
+0.8% +$112 ﹤0.01% 495
2021
Q4 		$15K Buy
1,030
+22
+2% +$349 ﹤0.01% 523
2021
Q3 		$16K Buy
+1,008
New +$16.3K ﹤0.01% 532
2014
Q1 		– Sell
-200
Closed -$4K – 625
2013
Q4 		$4K Sell
200
-200
-50% -$4.26K ﹤0.01% 495
2013
Q3 		$9K Buy
+400
New +$9K 0.01% 373

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $5.11B AUM 8.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM