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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MorganRosel Wealth Management's AGO Position: Q2 2024 in Review

MorganRosel Wealth Management sold out of Assured Guaranty (AGO) in Q2 2024, closing a stake of 6,836 shares — an estimated $596K sold.

MorganRosel Wealth Management first reported a position in AGO in Q4 2018 and held it in 8 quarters. The position peaked at $840K in Q3 2022. 324 funds tracked by Wall St. Rank hold AGO as of Q2 2024.

MorganRosel Wealth Management reported no remaining Assured Guaranty position as of Q2 2024 after selling out during the quarter.
MorganRosel Wealth Management sold 6,836 Assured Guaranty shares in Q2 2024, an estimated $596K.
MorganRosel Wealth Management first reported a position in Assured Guaranty in Q4 2018 and held it in 8 quarters.
MorganRosel Wealth Management's Assured Guaranty position peaked at $840K in Q3 2022.
324 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2024.

Based on MorganRosel Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.