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Kapitalo Investimentos’s Assured Guaranty AGO Stock Holding History

Kapitalo Investimentos’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
2023
Q2 		– Sell
-2,658
Closed -$134K – 469
2023
Q1 		$134K Buy
+2,658
New +$154K 0.04% 251

Other funds holding AGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kapitalo Investimentos's AGO Position: Q2 2023 in Review

Kapitalo Investimentos sold out of Assured Guaranty (AGO) in Q2 2023, closing a stake of 2,658 shares — an estimated $134K sold.

Kapitalo Investimentos first reported a position in AGO in Q1 2023 and held it in 1 quarter. The position peaked at $134K in Q1 2023. 264 funds tracked by Wall St. Rank hold AGO as of Q2 2023.

  • Kapitalo Investimentos reported no remaining Assured Guaranty position as of Q2 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,658 Assured Guaranty shares in Q2 2023, an estimated $134K.
  • Kapitalo Investimentos first reported a position in Assured Guaranty in Q1 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Assured Guaranty position peaked at $134K in Q1 2023.
  • 264 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.