Householder Group Estate & Retirement Specialist’s AGNC Investment AGNC Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$0	Sell	100 -986	-91%	-$9.62K	﹤0.01%	550
2024 Q3	$11K	Buy	1,086 +601	+124%	+$6.11K	﹤0.01%	793
2024 Q2	$4K	Buy	485 +348	+254%	+$3.33K	﹤0.01%	945
2024 Q1	$1.36K	Buy	137 +1	+0.7%	+$10	﹤0.01%	1092
2023 Q4	$1K	Sell	136 -873	-87%	-$7.67K	﹤0.01%	1041
2023 Q3	$9.53K	Buy	+1,009	New	+$9.98K	﹤0.01%	804
2023 Q1	$18K	Buy	1,774 +1,549	+688%	+$16.8K	0.01%	650
2022 Q4	$2K	Hold	225	–	–	﹤0.01%	307
2022 Q3	$1K	Buy	+225	New	+$2.64K	﹤0.01%	1002

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AGNC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its AGNC Investment (AGNC) stake by 91% in Q4 2024, selling an estimated $9.62K and leaving 100 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Householder Group Estate & Retirement Specialist first reported a position in AGNC in Q3 2022 and has held it in 9 quarters since. The position peaked at $18K in Q1 2023. 551 funds tracked by Wall St. Rank hold AGNC as of Q4 2024.

Householder Group Estate & Retirement Specialist held 100 shares of AGNC Investment worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 986 AGNC Investment shares in Q4 2024, an estimated $9.62K.
AGNC Investment made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #550 holding.
Householder Group Estate & Retirement Specialist first reported a position in AGNC Investment in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's AGNC Investment position peaked at $18K in Q1 2023.
551 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.