JP Morgan Private Wealth Advisors’s Assured Guaranty AGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.42M | Sell |
23,473
-423
| -2% | -$25.1K | ﹤0.01% | 861 |
|
|
2023
Q2 | $1.33M | Sell |
23,896
-3,064
| -11% | -$163K | 0.01% | 681 |
|
|
2023
Q1 | $1.36M | Sell |
26,960
-960
| -3% | -$55.8K | ﹤0.01% | 1031 |
|
|
2022
Q4 | $1.74M | Buy |
27,920
+1,137
| +4% | +$67.4K | ﹤0.01% | 904 |
|
|
2022
Q3 | $1.3M | Buy |
26,783
+1,339
| +5% | +$71.9K | ﹤0.01% | 1020 |
|
|
2022
Q2 | $1.42M | Buy |
25,444
+1,518
| +6% | +$87.6K | ﹤0.01% | 967 |
|
|
2022
Q1 | $1.52M | Buy |
23,926
+8,465
| +55% | +$485K | ﹤0.01% | 1015 |
|
|
2021
Q4 | $776K | Buy |
15,461
+1,849
| +14% | +$95.1K | ﹤0.01% | 1370 |
|
|
2021
Q3 | $637K | Buy |
13,612
+1,823
| +15% | +$87.1K | ﹤0.01% | 1405 |
|
|
2021
Q2 | $560K | Buy |
+11,789
| New | +$553K | ﹤0.01% | 1435 |
|
|
2020
Q1 | – | Sell |
-6,244
| Closed | -$306K | – | 1423 |
|
|
2019
Q4 | $306K | Sell |
6,244
-771
| -11% | -$36.9K | ﹤0.01% | 1230 |
|
|
2019
Q3 | $312K | Sell |
7,015
-2,779
| -28% | -$122K | ﹤0.01% | 1177 |
|
|
2019
Q2 | $412K | Sell |
9,794
-1,379
| -12% | -$60.8K | ﹤0.01% | 1047 |
|
|
2019
Q1 | $496K | Buy |
11,173
+2,109
| +23% | +$87.9K | ﹤0.01% | 1041 |
|
|
2018
Q4 | $347K | Sell |
9,064
-1,356
| -13% | -$54.1K | ﹤0.01% | 1098 |
|
|
2018
Q3 | $440K | Buy |
10,420
+178
| +2% | +$7.07K | ﹤0.01% | 1116 |
|
|
2018
Q2 | $366K | Buy |
10,242
+219
| +2% | +$7.97K | ﹤0.01% | 1131 |
|
|
2018
Q1 | $363K | Buy |
10,023
+2,356
| +31% | +$83K | ﹤0.01% | 975 |
|
|
2017
Q4 | $260K | Sell |
7,667
-90
| -1% | -$3.26K | ﹤0.01% | 1097 |
|
|
2017
Q3 | $293K | Sell |
7,757
-799
| -9% | -$34.2K | ﹤0.01% | 1027 |
|
|
2017
Q2 | $357K | Sell |
8,556
-19,615
| -70% | -$773K | ﹤0.01% | 949 |
|
|
2017
Q1 | $1.04M | Sell |
28,171
-3,335
| -11% | -$132K | 0.01% | 613 |
|
|
2016
Q4 | $1.19M | Hold |
31,506
| – | – | 0.01% | 557 |
|
|
2016
Q3 | $874K | Sell |
31,506
-103
| -0.3% | -$2.78K | 0.01% | 623 |
|
|
2016
Q2 | $802K | Sell |
31,609
-104
| -0.3% | -$2.68K | 0.01% | 652 |
|
|
2016
Q1 | $801K | Buy |
31,713
+10,988
| +53% | +$270K | 0.01% | 613 |
|
|
2015
Q4 | $548K | Hold |
20,725
| – | – | 0.01% | 662 |
|
|
2015
Q3 | $518K | Sell |
20,725
-1,583
| -7% | -$39.8K | 0.01% | 605 |
|
|
2015
Q2 | $535K | Hold |
22,308
| – | – | 0.01% | 651 |
|
|
2015
Q1 | $589K | Sell |
22,308
-750
| -3% | -$19.4K | 0.01% | 674 |
|
|
2014
Q4 | $599K | Sell |
23,058
-523
| -2% | -$12.6K | 0.01% | 653 |
|
|
2014
Q3 | $523K | Hold |
23,581
| – | – | 0.01% | 679 |
|
|
2014
Q2 | $578K | Sell |
23,581
-68
| -0.3% | -$1.69K | 0.01% | 524 |
|
|
2014
Q1 | $599K | Buy |
+23,649
| New | +$559K | 0.01% | 517 |
|
Other funds holding AGO
PI
KBG
RA
JP Morgan Private Wealth Advisors's AGO Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Assured Guaranty (AGO) stake by 1.8% in Q3 2023, selling an estimated $25.1K and leaving 23,473 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #861.
JP Morgan Private Wealth Advisors first reported a position in AGO in Q1 2014 and has held it in 34 quarters since. The position peaked at $1.74M in Q4 2022. 255 funds tracked by Wall St. Rank hold AGO as of Q3 2023.
- JP Morgan Private Wealth Advisors held 23,473 shares of Assured Guaranty worth $1.42M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 423 Assured Guaranty shares in Q3 2023, an estimated $25.1K.
- Assured Guaranty made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #861 holding.
- JP Morgan Private Wealth Advisors first reported a position in Assured Guaranty in Q1 2014 and has held it in 34 quarters since.
- JP Morgan Private Wealth Advisors's Assured Guaranty position peaked at $1.74M in Q4 2022.
- 255 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.