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FIM
Freedom Investment Management’s
Assured Guaranty
AGO
Stock Holding History
Freedom Investment 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
2025
Q3
–
Sell
-2,745
Closed
-$239K
–
162
2025
Q2
$239K
Sell
2,745
-36
-1%
-$3.07K
0.02%
655
2025
Q1
$245K
Buy
2,781
+161
+6%
+$14.4K
0.02%
657
2024
Q4
$236K
Sell
2,620
-363
-12%
-$31.8K
0.02%
678
2024
Q3
$237K
Sell
2,983
-321
-10%
-$25.3K
0.02%
668
2024
Q2
$255K
Buy
3,304
+274
+9%
+$21.4K
0.02%
659
2024
Q1
$264K
Sell
3,030
-348
-10%
-$29.3K
0.02%
652
2023
Q4
$253K
Buy
+3,378
New
+$223K
0.02%
649
2023
Q3
–
Sell
-3,847
Closed
-$215K
–
679
2023
Q2
$215K
Sell
3,847
-1,105
-22%
-$58.7K
0.02%
639
2023
Q1
$249K
Sell
4,952
-18,804
-79%
-$1.09M
0.03%
601
2022
Q4
$1.48M
Buy
+23,756
New
+$1.41M
0.17%
163
2022
Q3
–
Sell
-6,977
Closed
-$389K
–
723
2022
Q2
$389K
Sell
6,977
-12,229
-64%
-$706K
0.04%
530
2022
Q1
$1.22M
Buy
+19,206
New
+$1.1M
0.11%
239
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27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
RRAM
River Road Asset Management
Louisville, Kentucky
$8.82B AUM
7.52%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
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
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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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