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LGT Financial Advisors’s Assured Guaranty AGO Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-296
Closed -$26.6K – 310
2024
Q4 		$26.6K Hold
296
– – 0.06% 249
2024
Q3 		$23.5K Hold
296
– – 0.06% 246
2024
Q2 		$22.8K Hold
296
– – 0.05% 276
2024
Q1 		$25.8K Hold
296
– – 0.03% 318
2023
Q4 		$22.1K Hold
296
– – 0.03% 332
2023
Q3 		$17.9K Buy
+296
New +$17.6K 0.02% 366

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LGT Financial Advisors's AGO Position: Q1 2025 in Review

LGT Financial Advisors sold out of Assured Guaranty (AGO) in Q1 2025, closing a stake of 296 shares — an estimated $26.6K sold.

LGT Financial Advisors first reported a position in AGO in Q3 2023 and held it in 6 quarters. The position peaked at $26.6K in Q4 2024. 331 funds tracked by Wall St. Rank hold AGO as of Q1 2025.

  • LGT Financial Advisors reported no remaining Assured Guaranty position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 296 Assured Guaranty shares in Q1 2025, an estimated $26.6K.
  • LGT Financial Advisors first reported a position in Assured Guaranty in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Assured Guaranty position peaked at $26.6K in Q4 2024.
  • 331 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.