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ICA Group Wealth Management’s Assured Guaranty AGO Stock Holding History

ICA Group 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
Q2 		$10.1K Hold
131
– – 0.01% 482
2024
Q1 		$11.4K Hold
131
– – ﹤0.01% 859
2023
Q4 		$9.8K Buy
+131
New +$8.65K ﹤0.01% 882
2023
Q3 		– Sell
-131
Closed -$7.31K – 258
2023
Q2 		$7.31K Hold
131
– – ﹤0.01% 896
2023
Q1 		$6.58K Hold
131
– – ﹤0.01% 889
2022
Q4 		$8.16K Buy
+131
New +$7.76K ﹤0.01% 863

Other funds holding AGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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 $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ICA Group Wealth Management's AGO Position: Q2 2024 in Review

ICA Group Wealth Management held its Assured Guaranty (AGO) position steady in Q2 2024 at 131 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #482.

ICA Group Wealth Management first reported a position in AGO in Q4 2022 and has held it in 6 quarters since. The position peaked at $11.4K in Q1 2024. 323 funds tracked by Wall St. Rank hold AGO as of Q2 2024.

  • ICA Group Wealth Management held 131 shares of Assured Guaranty worth $10.1K as of Q2 2024.
  • ICA Group Wealth Management left its Assured Guaranty share count unchanged in Q2 2024.
  • Assured Guaranty made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #482 holding.
  • ICA Group Wealth Management first reported a position in Assured Guaranty in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Assured Guaranty position peaked at $11.4K in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.