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Plante Moran Financial Advisors’s AGNC Investment AGNC Stock Holding History

Plante Moran Financial Advisors’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
2022
Q3 		– Sell
-625
Closed -$7K – 844
2022
Q2 		$7K Buy
+625
New +$7.41K ﹤0.01% 656
2021
Q2 		– Sell
-100
Closed -$2K – 939
2021
Q1 		$2K Buy
+100
New +$1.62K ﹤0.01% 892

Other funds holding AGNC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plante Moran Financial Advisors's AGNC Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of AGNC Investment (AGNC) in Q3 2022, closing a stake of 625 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in AGNC in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 422 funds tracked by Wall St. Rank hold AGNC as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining AGNC Investment position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 625 AGNC Investment shares in Q3 2022, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in AGNC Investment in Q1 2021 and held it in 2 quarters.
  • Plante Moran Financial Advisors's AGNC Investment position peaked at $7K in Q2 2022.
  • 422 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.