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JNBA Financial Advisors’s AGNC Investment AGNC Stock Holding History

JNBA Financial Advisors’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
2022
Q2 		– Sell
-165
Closed -$2K – 710
2022
Q1 		$2K Sell
165
-389
-70% -$5.44K ﹤0.01% 615
2021
Q4 		$8K Hold
554
– – ﹤0.01% 541
2021
Q3 		$9K Hold
554
– – ﹤0.01% 526
2021
Q2 		$9K Hold
554
– – ﹤0.01% 490
2021
Q1 		$9K Buy
+554
New +$8.95K ﹤0.01% 472
2019
Q3 		– Sell
-100
Closed -$2K – 582
2019
Q2 		$2K Buy
+100
New +$1.74K ﹤0.01% 584

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

JNBA Financial Advisors's AGNC Position: Q2 2022 in Review

JNBA Financial Advisors sold out of AGNC Investment (AGNC) in Q2 2022, closing a stake of 165 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in AGNC in Q2 2019 and held it in 6 quarters. The position peaked at $9K in Q3 2021. 423 funds tracked by Wall St. Rank hold AGNC as of Q2 2022.

  • JNBA Financial Advisors reported no remaining AGNC Investment position as of Q2 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 165 AGNC Investment shares in Q2 2022, an estimated $2K.
  • JNBA Financial Advisors first reported a position in AGNC Investment in Q2 2019 and held it in 6 quarters.
  • JNBA Financial Advisors's AGNC Investment position peaked at $9K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2022.

Based on JNBA Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.