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Householder Group Estate & Retirement Specialist’s Assured Guaranty AGO Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$33K Hold
375
– – 0.02% 241
2024
Q3 		$29K Hold
375
– – 0.01% 595
2024
Q2 		$28K Hold
375
– – 0.01% 591
2024
Q1 		$32.7K Hold
375
– – 0.01% 564
2023
Q4 		$28K Buy
+375
New +$24.8K 0.01% 564

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 $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $29.7B AUM 43.33% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist held its Assured Guaranty (AGO) position steady in Q4 2024 at 375 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #241.

Householder Group Estate & Retirement Specialist first reported a position in AGO in Q4 2023 and has held it in 5 quarters since. 322 funds tracked by Wall St. Rank hold AGO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 375 shares of Assured Guaranty worth $33K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Assured Guaranty share count unchanged in Q4 2024.
  • Assured Guaranty made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #241 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Assured Guaranty in Q4 2023 and has held it in 5 quarters since.
  • 322 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2024.

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