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Heck Capital Advisors’s Assured Guaranty AGO Stock Holding History

Heck Capital Advisors’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
Q1 		– Sell
-1,083
Closed -$97.5K – 251
2024
Q4 		$97.5K Buy
+1,083
New +$94.8K ﹤0.01% 299

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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Heck Capital Advisors's AGO Position: Q1 2025 in Review

Heck Capital Advisors sold out of Assured Guaranty (AGO) in Q1 2025, closing a stake of 1,083 shares — an estimated $97.5K sold.

Heck Capital Advisors first reported a position in AGO in Q4 2024 and held it in 1 quarter. The position peaked at $97.5K in Q4 2024. 331 funds tracked by Wall St. Rank hold AGO as of Q1 2025.

  • Heck Capital Advisors reported no remaining Assured Guaranty position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,083 Assured Guaranty shares in Q1 2025, an estimated $97.5K.
  • Heck Capital Advisors first reported a position in Assured Guaranty in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Assured Guaranty position peaked at $97.5K in Q4 2024.
  • 331 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.