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Measured Wealth Private Client Group’s Assured Guaranty AGO Stock Holding History

Measured Wealth Private Client Group’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
2024
Q2 		– Sell
-3,065
Closed -$267K – 187
2024
Q1 		$267K Buy
+3,065
New +$258K 0.09% 160

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Measured Wealth Private Client Group's AGO Position: Q2 2024 in Review

Measured Wealth Private Client Group sold out of Assured Guaranty (AGO) in Q2 2024, closing a stake of 3,065 shares — an estimated $267K sold.

Measured Wealth Private Client Group first reported a position in AGO in Q1 2024 and held it in 1 quarter. The position peaked at $267K in Q1 2024. 324 funds tracked by Wall St. Rank hold AGO as of Q2 2024.

  • Measured Wealth Private Client Group reported no remaining Assured Guaranty position as of Q2 2024 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 3,065 Assured Guaranty shares in Q2 2024, an estimated $267K.
  • Measured Wealth Private Client Group first reported a position in Assured Guaranty in Q1 2024 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Assured Guaranty position peaked at $267K in Q1 2024.
  • 324 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2024.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2024, filed 12 Aug 2024.