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Paces Ferry Wealth Advisors’s Assured Guaranty AGO Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-15
Closed – – 138
2020
Q3 		$0 Buy
+15
New +$331 ﹤0.01% 1080

Other funds holding AGO

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Paces Ferry Wealth Advisors's AGO Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Assured Guaranty (AGO) in Q4 2020, closing a stake of 15 shares.

Paces Ferry Wealth Advisors first reported a position in AGO in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 226 funds tracked by Wall St. Rank hold AGO as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Assured Guaranty position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 15 Assured Guaranty shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Assured Guaranty in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Assured Guaranty position peaked at $0 in Q3 2020.
  • 226 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.