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Interchange Capital Partners’s Assured Guaranty AGO Stock Holding History

Interchange Capital 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
2021
Q1 		– Sell
-765
Closed -$24K – 249
2020
Q4 		$24K Buy
+765
New +$22.5K 0.01% 570

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Interchange Capital Partners's AGO Position: Q1 2021 in Review

Interchange Capital Partners sold out of Assured Guaranty (AGO) in Q1 2021, closing a stake of 765 shares — an estimated $24K sold.

Interchange Capital Partners first reported a position in AGO in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 245 funds tracked by Wall St. Rank hold AGO as of Q1 2021.

  • Interchange Capital Partners reported no remaining Assured Guaranty position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 765 Assured Guaranty shares in Q1 2021, an estimated $24K.
  • Interchange Capital Partners first reported a position in Assured Guaranty in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Assured Guaranty position peaked at $24K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.