PFO
AGO icon

Pathstone Family Office’s Assured Guaranty AGO Stock Holding History

Pathstone Family Office’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
2023
Q3 		$232K Buy
+3,835
New +$228K ﹤0.01% 1426
2023
Q1 		– Sell
-8,260
Closed -$514K – 1208
2022
Q4 		$514K Buy
8,260
+1,069
+15% +$63.4K ﹤0.01% 1085
2022
Q3 		$348K Buy
+7,191
New +$386K ﹤0.01% 1187
2014
Q4 		– Sell
-502
Closed -$11K – 116
2014
Q3 		$11K Buy
+502
New +$11.7K 0.04% 199

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return