Lake Point Wealth Management’s AGNC Investment AGNC Stock Holding History

Lake Point 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
2022 Q1	–	Sell	-1,200	Closed	-$18K	–	420
2021 Q4	$18K	Hold	1,200	–	–	0.01%	126
2021 Q3	$19K	Hold	1,200	–	–	0.01%	108
2021 Q2	$20K	Buy	+1,200	New	+$21.3K	0.01%	117
2020 Q1	$11K	Hold	1,000	–	–	0.01%	102
2019 Q4	$18K	Buy	+1,000	New	+$17K	0.01%	219
2019 Q2	$17K	Hold	1,000	–	–	0.01%	258
2019 Q1	$17K	Hold	1,000	–	–	0.01%	258
2018 Q4	$18K	Buy	+1,000	New	+$17.8K	0.01%	362

Other funds holding AGNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Point Wealth Management's AGNC Position: Q1 2022 in Review

Lake Point Wealth Management sold out of AGNC Investment (AGNC) in Q1 2022, closing a stake of 1,200 shares — an estimated $18K sold.

Lake Point Wealth Management first reported a position in AGNC in Q4 2018 and held it in 8 quarters. The position peaked at $20K in Q2 2021. 470 funds tracked by Wall St. Rank hold AGNC as of Q1 2022.

Lake Point Wealth Management reported no remaining AGNC Investment position as of Q1 2022 after selling out during the quarter.
Lake Point Wealth Management sold 1,200 AGNC Investment shares in Q1 2022, an estimated $18K.
Lake Point Wealth Management first reported a position in AGNC Investment in Q4 2018 and held it in 8 quarters.
Lake Point Wealth Management's AGNC Investment position peaked at $20K in Q2 2021.
470 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.