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Inspire Advisors’s Assured Guaranty AGO Stock Holding History

Inspire Advisors’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
2021
Q4 		– Sell
-4,277
Closed -$200K – 101
2021
Q3 		$200K Buy
+4,277
New +$204K 0.06% 76
2021
Q1 		– Sell
-30
Closed -$1K – 97
2020
Q4 		$1K Buy
+30
New +$881 ﹤0.01% 712

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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 $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Inspire Advisors's AGO Position: Q4 2021 in Review

Inspire Advisors sold out of Assured Guaranty (AGO) in Q4 2021, closing a stake of 4,277 shares — an estimated $200K sold.

Inspire Advisors first reported a position in AGO in Q4 2020 and held it in 2 quarters. The position peaked at $200K in Q3 2021. 261 funds tracked by Wall St. Rank hold AGO as of Q4 2021.

  • Inspire Advisors reported no remaining Assured Guaranty position as of Q4 2021 after selling out during the quarter.
  • Inspire Advisors sold 4,277 Assured Guaranty shares in Q4 2021, an estimated $200K.
  • Inspire Advisors first reported a position in Assured Guaranty in Q4 2020 and held it in 2 quarters.
  • Inspire Advisors's Assured Guaranty position peaked at $200K in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2021.

Based on Inspire Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.