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Impact Partnership Wealth’s AGNC Investment AGNC Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-1,325
Closed -$13.1K – 227
2024
Q1 		$13.1K Buy
1,325
+9
+0.7% +$87 0.01% 424
2023
Q4 		$12.9K Hold
1,316
– – ﹤0.01% 464
2023
Q3 		$12.4K Sell
1,316
-55,146
-98% -$546K ﹤0.01% 558
2023
Q2 		$572K Buy
+56,462
New +$549K 0.2% 56

Other funds holding AGNC

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Impact Partnership Wealth's AGNC Position: Q2 2024 in Review

Impact Partnership Wealth sold out of AGNC Investment (AGNC) in Q2 2024, closing a stake of 1,325 shares — an estimated $13.1K sold.

Impact Partnership Wealth first reported a position in AGNC in Q2 2023 and held it in 4 quarters. The position peaked at $572K in Q2 2023. 476 funds tracked by Wall St. Rank hold AGNC as of Q2 2024.

  • Impact Partnership Wealth reported no remaining AGNC Investment position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,325 AGNC Investment shares in Q2 2024, an estimated $13.1K.
  • Impact Partnership Wealth first reported a position in AGNC Investment in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's AGNC Investment position peaked at $572K in Q2 2023.
  • 476 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.