MWM
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MorganRosel Wealth Management’s Assured Guaranty AGO Stock Holding History

MorganRosel Wealth Management’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
-6,836
Closed -$596K – 99
2024
Q1 		$596K Buy
+6,836
New +$576K 0.21% 76
2023
Q2 		– Sell
-13,139
Closed -$660K – 93
2023
Q1 		$660K Buy
13,139
+1,356
+12% +$78.8K 0.28% 66
2022
Q4 		$734K Sell
11,783
-5,560
-32% -$330K 0.34% 62
2022
Q3 		$840K Buy
17,343
+3,712
+27% +$199K 0.42% 43
2022
Q2 		$760K Buy
+13,631
New +$787K 0.41% 49
2019
Q3 		– Sell
-18,053
Closed -$760K – 71
2019
Q2 		$760K Sell
18,053
-413
-2% -$18.2K 0.63% 37
2019
Q1 		$820K Sell
18,466
-1,533
-8% -$63.9K 0.7% 29
2018
Q4 		$766K Buy
+19,999
New +$799K 0.79% 30

Other funds holding AGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return