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Gilliland Jeter Wealth Management’s Assured Guaranty AGO Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-70
Closed -$5.57K – 185
2024
Q3 		$5.57K Hold
70
– – ﹤0.01% 513
2024
Q2 		$5.4K Hold
70
– – ﹤0.01% 502
2024
Q1 		$6.11K Buy
+70
New +$5.9K ﹤0.01% 476

Other funds holding AGO

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Gilliland Jeter Wealth Management's AGO Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Assured Guaranty (AGO) in Q4 2024, closing a stake of 70 shares — an estimated $5.57K sold.

Gilliland Jeter Wealth Management first reported a position in AGO in Q1 2024 and held it in 3 quarters. The position peaked at $6.11K in Q1 2024. 323 funds tracked by Wall St. Rank hold AGO as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Assured Guaranty position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 70 Assured Guaranty shares in Q4 2024, an estimated $5.57K.
  • Gilliland Jeter Wealth Management first reported a position in Assured Guaranty in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Assured Guaranty position peaked at $6.11K in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.