Lake Point Wealth Management’s Assured Guaranty AGO Stock Holding History

Lake Point Wealth Management’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
2020 Q1	$23K	Buy	+900	New	+$37.3K	0.02%	74

Other funds holding AGO

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lake Point Wealth Management's AGO Position: Q1 2020 in Review

Lake Point Wealth Management opened a new position in Assured Guaranty (AGO) in Q1 2020: 900 shares worth $23K. The stake represents 0.02% of the portfolio and ranks #74 among its holdings.

236 funds tracked by Wall St. Rank hold AGO as of Q1 2020.

Lake Point Wealth Management held 900 shares of Assured Guaranty worth $23K as of Q1 2020.
Assured Guaranty was a new Lake Point Wealth Management position in Q1 2020.
Assured Guaranty made up 0.02% of Lake Point Wealth Management's portfolio in Q1 2020, its #74 holding.
236 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.