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Gateway Wealth Partners’s AGNC Investment AGNC Stock Holding History

Gateway Wealth Partners’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
2024
Q2 		– Sell
-10,743
Closed -$106K – 265
2024
Q1 		$106K Sell
10,743
-1,691
-14% -$16.3K 0.04% 233
2023
Q4 		$122K Buy
+12,434
New +$109K 0.05% 222

Other funds holding AGNC

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gateway Wealth Partners's AGNC Position: Q2 2024 in Review

Gateway Wealth Partners sold out of AGNC Investment (AGNC) in Q2 2024, closing a stake of 10,743 shares — an estimated $106K sold.

Gateway Wealth Partners first reported a position in AGNC in Q4 2023 and held it in 2 quarters. The position peaked at $122K in Q4 2023. 476 funds tracked by Wall St. Rank hold AGNC as of Q2 2024.

  • Gateway Wealth Partners reported no remaining AGNC Investment position as of Q2 2024 after selling out during the quarter.
  • Gateway Wealth Partners sold 10,743 AGNC Investment shares in Q2 2024, an estimated $106K.
  • Gateway Wealth Partners first reported a position in AGNC Investment in Q4 2023 and held it in 2 quarters.
  • Gateway Wealth Partners's AGNC Investment position peaked at $122K in Q4 2023.
  • 476 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2024.

Based on Gateway Wealth Partners's 13F filing for Q2 2024, filed 16 Aug 2024.