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Opal Wealth Advisors’s Assured Guaranty AGO Stock Holding History

Opal Wealth Advisors’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 		– Sell
-24
Closed -$1.85K – 215
2024
Q2 		$1.85K Buy
+24
New +$1.88K ﹤0.01% 983

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $187B AUM 18.48% 1-Year Est. Return

Opal Wealth Advisors's AGO Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Assured Guaranty (AGO) in Q3 2024, closing a stake of 24 shares — an estimated $1.85K sold.

Opal Wealth Advisors first reported a position in AGO in Q2 2024 and held it in 1 quarter. The position peaked at $1.85K in Q2 2024. 322 funds tracked by Wall St. Rank hold AGO as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Assured Guaranty position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 24 Assured Guaranty shares in Q3 2024, an estimated $1.85K.
  • Opal Wealth Advisors first reported a position in Assured Guaranty in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Assured Guaranty position peaked at $1.85K in Q2 2024.
  • 322 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.