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FORA Capital’s Assured Guaranty AGO Stock Holding History

FORA Capital’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
2023
Q1 		– Sell
-4,726
Closed -$294K – 501
2022
Q4 		$294K Buy
+4,726
New +$280K 0.05% 363
2022
Q2 		– Sell
-6,625
Closed -$428K – 413
2022
Q1 		$428K Buy
+6,625
New +$380K 0.08% 315
2021
Q3 		– Sell
-4,104
Closed -$195K – 349
2021
Q2 		$195K Buy
+4,104
New +$193K 0.04% 445
2020
Q4 		– Sell
-2,337
Closed -$50K – 898
2020
Q3 		$50K Buy
+2,337
New +$51.5K 0.03% 434
2020
Q1 		– Sell
-9,515
Closed -$466K – 1005
2019
Q4 		$466K Buy
+9,515
New +$455K 0.05% 408

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FORA Capital's AGO Position: Q1 2023 in Review

FORA Capital sold out of Assured Guaranty (AGO) in Q1 2023, closing a stake of 4,726 shares — an estimated $294K sold.

FORA Capital first reported a position in AGO in Q4 2019 and held it in 5 quarters. The position peaked at $466K in Q4 2019. 263 funds tracked by Wall St. Rank hold AGO as of Q1 2023.

  • FORA Capital reported no remaining Assured Guaranty position as of Q1 2023 after selling out during the quarter.
  • FORA Capital sold 4,726 Assured Guaranty shares in Q1 2023, an estimated $294K.
  • FORA Capital first reported a position in Assured Guaranty in Q4 2019 and held it in 5 quarters.
  • FORA Capital's Assured Guaranty position peaked at $466K in Q4 2019.
  • 263 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2023.

Based on FORA Capital's 13F filing for Q1 2023, filed 12 May 2023.