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Liberty Wealth Management’s AGNC Investment AGNC Stock Holding History

Liberty 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
2021
Q3 		– Sell
-418
Closed -$7K – 1164
2021
Q2 		$7K Sell
418
-182
-30% -$3.23K ﹤0.01% 721
2021
Q1 		$10K Buy
600
+4
+0.7% +$65 ﹤0.01% 587
2020
Q4 		$9K Buy
+596
New +$8.81K ﹤0.01% 604

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Liberty Wealth Management's AGNC Position: Q3 2021 in Review

Liberty Wealth Management sold out of AGNC Investment (AGNC) in Q3 2021, closing a stake of 418 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in AGNC in Q4 2020 and held it in 3 quarters. The position peaked at $10K in Q1 2021. 476 funds tracked by Wall St. Rank hold AGNC as of Q3 2021.

  • Liberty Wealth Management reported no remaining AGNC Investment position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 418 AGNC Investment shares in Q3 2021, an estimated $7K.
  • Liberty Wealth Management first reported a position in AGNC Investment in Q4 2020 and held it in 3 quarters.
  • Liberty Wealth Management's AGNC Investment position peaked at $10K in Q1 2021.
  • 476 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.