Lenox Wealth Advisors’s AGNC Investment Corp Series D AGNCM Stock Holding History

Lenox Wealth Advisors’s Portfolio AGNCM Stock Details AGNCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,791	Closed	-$46K	–	755
2021 Q4	$46K	Hold	1,791	–	–	0.01%	269
2021 Q3	$46K	Hold	1,791	–	–	0.01%	241
2021 Q2	$47K	Hold	1,791	–	–	0.01%	239
2021 Q1	$46K	Hold	1,791	–	–	0.01%	198
2020 Q4	$45K	Hold	1,791	–	–	0.01%	198
2020 Q3	$41K	Hold	1,791	–	–	0.01%	184
2020 Q2	$39K	Hold	1,791	–	–	0.01%	187
2020 Q1	$34K	Hold	1,791	–	–	0.01%	176
2019 Q4	$46K	Hold	1,791	–	–	0.01%	185
2019 Q3	$45K	Buy	+1,791	New	+$46.1K	0.01%	165

Other funds holding AGNCM

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Lenox Wealth Advisors's AGNCM Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of AGNC Investment Corp Series D (AGNCM) in Q1 2022, closing a stake of 1,791 shares — an estimated $46K sold.

Lenox Wealth Advisors first reported a position in AGNCM in Q3 2019 and held it in 10 quarters. The position peaked at $47K in Q2 2021. 2 funds tracked by Wall St. Rank hold AGNCM as of Q1 2022.

Lenox Wealth Advisors reported no remaining AGNC Investment Corp Series D position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 1,791 AGNC Investment Corp Series D shares in Q1 2022, an estimated $46K.
Lenox Wealth Advisors first reported a position in AGNC Investment Corp Series D in Q3 2019 and held it in 10 quarters.
Lenox Wealth Advisors's AGNC Investment Corp Series D position peaked at $47K in Q2 2021.
2 funds tracked by Wall St. Rank held AGNC Investment Corp Series D as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.