Kelly Financial Services’s AGNC Investment AGNC Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-459	Closed	-$4.38K	–	129
2024 Q2	$4.38K	Hold	459	–	–	﹤0.01%	507
2024 Q1	$4.54K	Hold	459	–	–	﹤0.01%	511
2023 Q4	$4.5K	Hold	459	–	–	﹤0.01%	482
2023 Q3	$4.33K	Hold	459	–	–	﹤0.01%	466
2023 Q2	$4.65K	Hold	459	–	–	﹤0.01%	454
2023 Q1	$4.63K	Hold	459	–	–	﹤0.01%	434
2022 Q4	$4.75K	Hold	459	–	–	﹤0.01%	408
2022 Q3	$3.87K	Hold	459	–	–	﹤0.01%	432
2022 Q2	$5.08K	Hold	459	–	–	﹤0.01%	401
2022 Q1	$6.01K	Hold	459	–	–	﹤0.01%	402
2021 Q4	$6.9K	Hold	459	–	–	﹤0.01%	398
2021 Q3	$7.24K	Hold	459	–	–	﹤0.01%	372
2021 Q2	$7.75K	Hold	459	–	–	﹤0.01%	371
2021 Q1	$7.69K	Hold	459	–	–	﹤0.01%	340
2020 Q4	$7.16K	Hold	459	–	–	﹤0.01%	325
2020 Q3	$6.38K	Hold	459	–	–	﹤0.01%	303
2020 Q2	$5.92K	Hold	459	–	–	﹤0.01%	313
2020 Q1	$4.86K	Hold	459	–	–	0.01%	299
2019 Q4	$8.12K	Hold	459	–	–	0.01%	249
2019 Q3	$7.38K	Hold	459	–	–	0.01%	261
2019 Q2	$7.72K	Hold	459	–	–	0.01%	251
2019 Q1	$8.26K	Buy	+459	New	+$8.2K	0.01%	244

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Kelly Financial Services's AGNC Position: Q3 2024 in Review

Kelly Financial Services sold out of AGNC Investment (AGNC) in Q3 2024, closing a stake of 459 shares — an estimated $4.38K sold.

Kelly Financial Services first reported a position in AGNC in Q1 2019 and held it in 22 quarters. The position peaked at $8.26K in Q1 2019. 528 funds tracked by Wall St. Rank hold AGNC as of Q3 2024.

Kelly Financial Services reported no remaining AGNC Investment position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 459 AGNC Investment shares in Q3 2024, an estimated $4.38K.
Kelly Financial Services first reported a position in AGNC Investment in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's AGNC Investment position peaked at $8.26K in Q1 2019.
528 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.