PMFA
AGO icon

Plante Moran Financial Advisors’s Assured Guaranty AGO Stock Holding History

Plante Moran Financial 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
2021
Q2 		– Sell
-220
Closed -$9K – 940
2021
Q1 		$9K Buy
+220
New +$8.8K ﹤0.01% 661

Other funds holding AGO

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Plante Moran Financial Advisors's AGO Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Assured Guaranty (AGO) in Q2 2021, closing a stake of 220 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in AGO in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 232 funds tracked by Wall St. Rank hold AGO as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Assured Guaranty position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 220 Assured Guaranty shares in Q2 2021, an estimated $9K.
  • Plante Moran Financial Advisors first reported a position in Assured Guaranty in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Assured Guaranty position peaked at $9K in Q1 2021.
  • 232 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.