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Naples Money Management’s Assured Guaranty AGO Stock Holding History

Naples Money 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
Q3 		$15.9K Hold
200
– – 0.01% 146
2024
Q2 		$15.6K Hold
200
– – 0.01% 143
2024
Q1 		$17.4K Buy
200
+30
+18% +$2.53K 0.02% 146
2023
Q4 		$12.7K Buy
+170
New +$11.2K 0.01% 173

Other funds holding AGO

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Naples Money Management's AGO Position: Q3 2024 in Review

Naples Money Management held its Assured Guaranty (AGO) position steady in Q3 2024 at 200 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #146.

Naples Money Management first reported a position in AGO in Q4 2023 and has held it in 4 quarters since. The position peaked at $17.4K in Q1 2024. 322 funds tracked by Wall St. Rank hold AGO as of Q3 2024.

  • Naples Money Management held 200 shares of Assured Guaranty worth $15.9K as of Q3 2024.
  • Naples Money Management left its Assured Guaranty share count unchanged in Q3 2024.
  • Assured Guaranty made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #146 holding.
  • Naples Money Management first reported a position in Assured Guaranty in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Assured Guaranty position peaked at $17.4K in Q1 2024.
  • 322 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.