GKWIM
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Gerber Kawasaki Wealth & Investment Management’s AGNC Investment AGNC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-459
Closed -$7K – 296
2021
Q3 		$7K Buy
+459
New +$7.44K ﹤0.01% 690

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AGNC Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of AGNC Investment (AGNC) in Q4 2021, closing a stake of 459 shares — an estimated $7K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AGNC in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 482 funds tracked by Wall St. Rank hold AGNC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining AGNC Investment position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 459 AGNC Investment shares in Q4 2021, an estimated $7K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in AGNC Investment in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's AGNC Investment position peaked at $7K in Q3 2021.
  • 482 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.