Laird Norton Wetherby Wealth Management’s AGNC Investment AGNC Stock Holding History

Laird Norton Wetherby Wealth Management’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
2023 Q4	–	Sell	-15,532	Closed	-$147K	–	925
2023 Q3	$147K	Buy	15,532 +1,680	+12%	+$16.6K	0.01%	851
2023 Q2	$140K	Sell	13,852 -3,316	-19%	-$32.2K	0.01%	893
2023 Q1	$173K	Buy	17,168 +4,769	+38%	+$51.9K	0.01%	846
2022 Q4	$128K	Buy	+12,399	New	+$113K	0.01%	838
2022 Q1	–	Sell	-16,228	Closed	-$244K	–	931
2021 Q4	$244K	Buy	16,228 +5,282	+48%	+$83.7K	0.01%	791
2021 Q3	$172K	Buy	+10,946	New	+$177K	0.01%	878

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AGNC Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of AGNC Investment (AGNC) in Q4 2023, closing a stake of 15,532 shares — an estimated $147K sold.

Laird Norton Wetherby Wealth Management first reported a position in AGNC in Q3 2021 and held it in 6 quarters. The position peaked at $244K in Q4 2021. 469 funds tracked by Wall St. Rank hold AGNC as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining AGNC Investment position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 15,532 AGNC Investment shares in Q4 2023, an estimated $147K.
Laird Norton Wetherby Wealth Management first reported a position in AGNC Investment in Q3 2021 and held it in 6 quarters.
Laird Norton Wetherby Wealth Management's AGNC Investment position peaked at $244K in Q4 2021.
469 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.