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Harbor Investment Advisory’s Assured Guaranty AGO Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-10
Closed -$843 – 1331
2023
Q4 		$748 Hold
10
– – ﹤0.01% 1096
2023
Q3 		$605 Hold
10
– – ﹤0.01% 1119
2023
Q2 		$558 Hold
10
– – ﹤0.01% 1280
2023
Q1 		$503 Hold
10
– – ﹤0.01% 1282
2022
Q4 		$623 Sell
10
-2
-17% -$119 ﹤0.01% 1274
2022
Q3 		$1K Hold
12
– – ﹤0.01% 1259
2022
Q2 		$1K Buy
+12
New +$693 ﹤0.01% 1276

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Harbor Investment Advisory's AGO Position: Q1 2024 in Review

Harbor Investment Advisory sold out of Assured Guaranty (AGO) in Q1 2024, closing a stake of 10 shares — an estimated $843 sold.

Harbor Investment Advisory first reported a position in AGO in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 332 funds tracked by Wall St. Rank hold AGO as of Q1 2024.

  • Harbor Investment Advisory reported no remaining Assured Guaranty position as of Q1 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 10 Assured Guaranty shares in Q1 2024, an estimated $843.
  • Harbor Investment Advisory first reported a position in Assured Guaranty in Q2 2022 and held it in 7 quarters.
  • Harbor Investment Advisory's Assured Guaranty position peaked at $1K in Q3 2022.
  • 332 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2024.

Based on Harbor Investment Advisory's 13F filing for Q1 2024, filed 12 Apr 2024.