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FVWA
Foster Victor Wealth Advisors’s
AGNC Investment
AGNC
Stock Holding History
Foster Victor Wealth Advisors’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
2025
Q1
–
Sell
-39,701
Closed
-$382K
–
196
2024
Q4
$382K
Hold
39,701
–
–
0.03%
142
2024
Q3
$409K
Sell
39,701
-4,913
-11%
-$49.9K
0.03%
141
2024
Q2
$469K
Buy
44,614
+7,605
+21%
+$72.8K
0.04%
132
2024
Q1
$348K
Buy
37,009
+1,723
+5%
+$16.6K
0.03%
132
2023
Q4
$351K
Buy
35,286
+1,379
+4%
+$12.1K
0.04%
124
2023
Q3
$303K
Buy
33,907
+1,149
+4%
+$11.4K
0.04%
122
2023
Q2
$321K
Buy
32,758
+1,134
+4%
+$11K
0.04%
122
2023
Q1
$321K
Buy
31,624
+980
+3%
+$10.7K
0.04%
125
2022
Q4
$332K
Buy
30,644
+1,161
+4%
+$10.6K
0.04%
115
2022
Q3
$242K
Buy
29,483
+763
+3%
+$8.96K
0.04%
128
2022
Q2
$326K
Buy
28,720
+2,123
+8%
+$25.2K
0.05%
110
2022
Q1
$335K
Buy
26,597
+725
+3%
+$10.1K
0.05%
107
2021
Q4
$403K
Buy
25,872
+756
+3%
+$12K
0.05%
107
2021
Q3
$396K
Sell
25,116
-376
-1%
-$6.09K
0.06%
106
2021
Q2
$431K
Buy
25,492
+2,125
+9%
+$37.8K
0.07%
105
2021
Q1
$402K
Buy
23,367
+1,862
+9%
+$30.1K
0.07%
105
2020
Q4
$335K
Buy
21,505
+3,310
+18%
+$49K
0.08%
106
2020
Q3
$253K
Buy
18,195
+7,599
+72%
+$105K
0.07%
116
2020
Q2
$137K
Buy
+10,596
New
+$133K
0.05%
120
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$6.9T AUM
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
VNIM
Vaughan Nelson Investment Management
Houston, Texas
$9.96B AUM
41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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