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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

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Foster Victor Wealth Advisors's AGNC Position: Q1 2025 in Review

Foster Victor Wealth Advisors sold out of AGNC Investment (AGNC) in Q1 2025, closing a stake of 39,701 shares — an estimated $382K sold.

Foster Victor Wealth Advisors first reported a position in AGNC in Q2 2020 and held it in 19 quarters. The position peaked at $469K in Q2 2024. 566 funds tracked by Wall St. Rank hold AGNC as of Q1 2025.

  • Foster Victor Wealth Advisors reported no remaining AGNC Investment position as of Q1 2025 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 39,701 AGNC Investment shares in Q1 2025, an estimated $382K.
  • Foster Victor Wealth Advisors first reported a position in AGNC Investment in Q2 2020 and held it in 19 quarters.
  • Foster Victor Wealth Advisors's AGNC Investment position peaked at $469K in Q2 2024.
  • 566 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2025.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.