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MONECO Advisors’s AGNC Investment AGNC Stock Holding History

MONECO Advisors’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
2024
Q1 		– Sell
-12,015
Closed -$118K – 408
2023
Q4 		$118K Buy
12,015
+28
+0.2% +$246 0.02% 375
2023
Q3 		$113K Buy
11,987
+23
+0.2% +$228 0.03% 329
2023
Q2 		$121K Buy
+11,964
New +$116K 0.03% 334

Other funds holding AGNC

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MONECO Advisors's AGNC Position: Q1 2024 in Review

MONECO Advisors sold out of AGNC Investment (AGNC) in Q1 2024, closing a stake of 12,015 shares — an estimated $118K sold.

MONECO Advisors first reported a position in AGNC in Q2 2023 and held it in 3 quarters. The position peaked at $121K in Q2 2023. 476 funds tracked by Wall St. Rank hold AGNC as of Q1 2024.

  • MONECO Advisors reported no remaining AGNC Investment position as of Q1 2024 after selling out during the quarter.
  • MONECO Advisors sold 12,015 AGNC Investment shares in Q1 2024, an estimated $118K.
  • MONECO Advisors first reported a position in AGNC Investment in Q2 2023 and held it in 3 quarters.
  • MONECO Advisors's AGNC Investment position peaked at $121K in Q2 2023.
  • 476 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2024.

Based on MONECO Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.