JWA
AGO icon

JFS Wealth Advisors’s Assured Guaranty AGO Stock Holding History

JFS Wealth 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
2026
Q2 		$5.53K Hold
69
– – ﹤0.01% 1240
2026
Q1 		$5.62K Sell
69
-23
-25% -$1.96K ﹤0.01% 1155
2025
Q4 		$8.27K Buy
92
+19
+26% +$1.64K ﹤0.01% 1047
2025
Q3 		$6.18K Hold
73
– – ﹤0.01% 1043
2025
Q2 		$6.36K Hold
73
– – ﹤0.01% 1003
2025
Q1 		$6.43K Hold
73
– – ﹤0.01% 1025
2024
Q4 		$6.57K Hold
73
– – ﹤0.01% 1008
2024
Q3 		$5.8K Buy
73
+2
+3% +$158 ﹤0.01% 1070
2024
Q2 		$5.48K Hold
71
– – ﹤0.01% 1027
2024
Q1 		$6.2K Hold
71
– – ﹤0.01% 1026
2023
Q4 		$5.31K Buy
71
+4
+6% +$264 ﹤0.01% 1029
2023
Q3 		$4.05K Buy
67
+25
+60% +$1.49K ﹤0.01% 1080
2023
Q2 		$2.34K Hold
42
– – ﹤0.01% 1320
2023
Q1 		$2.11K Sell
42
-15
-26% -$872 ﹤0.01% 1339
2022
Q4 		$3.55K Buy
57
+4
+8% +$237 ﹤0.01% 1133
2022
Q3 		$3K Sell
53
-13
-20% -$698 ﹤0.01% 1129
2022
Q2 		$4K Buy
66
+10
+18% +$577 ﹤0.01% 1035
2022
Q1 		$4K Buy
56
+34
+155% +$1.95K ﹤0.01% 1103
2021
Q4 		$1K Buy
+22
New +$1.13K ﹤0.01% 1233

Other funds holding AGO

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return