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Perfromance Wealth Partners’s AGNC Investment AGNC Stock Holding History

Perfromance Wealth Partners’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,885
Closed -$114K – 186
2024
Q3 		$114K Buy
+10,885
New +$111K ﹤0.01% 189

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perfromance Wealth Partners's AGNC Position: Q4 2024 in Review

Perfromance Wealth Partners sold out of AGNC Investment (AGNC) in Q4 2024, closing a stake of 10,885 shares — an estimated $114K sold.

Perfromance Wealth Partners first reported a position in AGNC in Q3 2024 and held it in 1 quarter. The position peaked at $114K in Q3 2024. 550 funds tracked by Wall St. Rank hold AGNC as of Q4 2024.

  • Perfromance Wealth Partners reported no remaining AGNC Investment position as of Q4 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 10,885 AGNC Investment shares in Q4 2024, an estimated $114K.
  • Perfromance Wealth Partners first reported a position in AGNC Investment in Q3 2024 and held it in 1 quarter.
  • Perfromance Wealth Partners's AGNC Investment position peaked at $114K in Q3 2024.
  • 550 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2024.

Based on Perfromance Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.