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Kiwi Wealth Investments Limited Partnership’s Assured Guaranty AGO Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-12,500
Closed -$628K – 187
2023
Q1 		$628K Hold
12,500
– – 0.04% 159
2022
Q4 		$778K Buy
+12,500
New +$741K 0.05% 171

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Kiwi Wealth Investments Limited Partnership's AGO Position: Q2 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Assured Guaranty (AGO) in Q2 2023, closing a stake of 12,500 shares — an estimated $628K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in AGO in Q4 2022 and held it in 2 quarters. The position peaked at $778K in Q4 2022. 264 funds tracked by Wall St. Rank hold AGO as of Q2 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Assured Guaranty position as of Q2 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 12,500 Assured Guaranty shares in Q2 2023, an estimated $628K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Assured Guaranty in Q4 2022 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's Assured Guaranty position peaked at $778K in Q4 2022.
  • 264 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2023, filed 15 Aug 2023.