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Mirabella Financial Services’s Assured Guaranty AGO Stock Holding History

Mirabella Financial Services’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
-5,094
Closed -$445K – 430
2024
Q1 		$445K Buy
+5,094
New +$429K 0.03% 314
2022
Q1 		– Sell
-9,420
Closed -$473K – 522
2021
Q4 		$473K Buy
+9,420
New +$485K 0.05% 246

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 $3.38T AUM 44.17% 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
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Royce & Associates
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

Mirabella Financial Services's AGO Position: Q2 2024 in Review

Mirabella Financial Services sold out of Assured Guaranty (AGO) in Q2 2024, closing a stake of 5,094 shares — an estimated $445K sold.

Mirabella Financial Services first reported a position in AGO in Q4 2021 and held it in 2 quarters. The position peaked at $473K in Q4 2021. 324 funds tracked by Wall St. Rank hold AGO as of Q2 2024.

  • Mirabella Financial Services reported no remaining Assured Guaranty position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 5,094 Assured Guaranty shares in Q2 2024, an estimated $445K.
  • Mirabella Financial Services first reported a position in Assured Guaranty in Q4 2021 and held it in 2 quarters.
  • Mirabella Financial Services's Assured Guaranty position peaked at $473K in Q4 2021.
  • 324 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.