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Patriot Financial Group Insurance Agency’s Assured Guaranty AGO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q2 		– Sell
-700
Closed -$45K – 1994
2022
Q1 		$45K Sell
700
-353
-34% -$20.2K 0.01% 809
2021
Q4 		$53K Sell
1,053
-10
-0.9% -$515 0.01% 834
2021
Q3 		$50K Buy
+1,063
New +$50.8K 0.01% 865

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AGO Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Assured Guaranty (AGO) in Q2 2022, closing a stake of 700 shares — an estimated $45K sold.

Patriot Financial Group Insurance Agency first reported a position in AGO in Q3 2021 and held it in 3 quarters. The position peaked at $53K in Q4 2021. 255 funds tracked by Wall St. Rank hold AGO as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Assured Guaranty position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 700 Assured Guaranty shares in Q2 2022, an estimated $45K.
  • Patriot Financial Group Insurance Agency first reported a position in Assured Guaranty in Q3 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Assured Guaranty position peaked at $53K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.