IWP
AGO icon

Icon Wealth Partners’s Assured Guaranty AGO Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-1,187
Closed -$53K – 179
2019
Q1 		$53K Buy
+1,187
New +$49.5K 0.02% 352
2018
Q3 		– Sell
-1,284
Closed -$46K – 279
2018
Q2 		$46K Buy
+1,284
New +$46.7K 0.02% 402

Other funds holding AGO

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Icon Wealth Partners's AGO Position: Q2 2019 in Review

Icon Wealth Partners sold out of Assured Guaranty (AGO) in Q2 2019, closing a stake of 1,187 shares — an estimated $53K sold.

Icon Wealth Partners first reported a position in AGO in Q2 2018 and held it in 2 quarters. The position peaked at $53K in Q1 2019. 274 funds tracked by Wall St. Rank hold AGO as of Q2 2019.

  • Icon Wealth Partners reported no remaining Assured Guaranty position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,187 Assured Guaranty shares in Q2 2019, an estimated $53K.
  • Icon Wealth Partners first reported a position in Assured Guaranty in Q2 2018 and held it in 2 quarters.
  • Icon Wealth Partners's Assured Guaranty position peaked at $53K in Q1 2019.
  • 274 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.