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Monograph Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Monograph Wealth 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
Q2 		– Sell
-20,000
Closed -$200K – 110
2024
Q1 		$200K Buy
+20,000
New +$193K 0.03% 149

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 $3.37T AUM 44.26% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Monograph Wealth Advisors's AGNC Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of AGNC Investment (AGNC) in Q2 2024, closing a stake of 20,000 shares — an estimated $200K sold.

Monograph Wealth Advisors first reported a position in AGNC in Q1 2024 and held it in 1 quarter. The position peaked at $200K in Q1 2024. 476 funds tracked by Wall St. Rank hold AGNC as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining AGNC Investment position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 20,000 AGNC Investment shares in Q2 2024, an estimated $200K.
  • Monograph Wealth Advisors first reported a position in AGNC Investment in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's AGNC Investment position peaked at $200K in Q1 2024.
  • 476 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.