Point View Wealth Management’s Assured Guaranty AGO Stock Holding History

Point View Wealth Management’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
2020 Q4	$218K	Buy	+6,921	New	+$203K	0.09%	243
2020 Q1	–	Sell	-7,481	Closed	-$367K	–	253
2019 Q4	$367K	Sell	7,481 -180	-2%	-$8.61K	0.15%	185
2019 Q3	$341K	Sell	7,661 -31	-0.4%	-$1.36K	0.15%	181
2019 Q2	$324K	Sell	7,692 -74	-1%	-$3.26K	0.14%	187
2019 Q1	$345K	Sell	7,766 -159	-2%	-$6.62K	0.15%	177
2018 Q4	$303K	Hold	7,925	–	–	0.15%	178
2018 Q3	$335K	Sell	7,925 -871	-10%	-$34.6K	0.15%	180
2018 Q2	$314K	Buy	8,796 +2,419	+38%	+$88K	0.15%	186
2018 Q1	$231K	Buy	+6,377	New	+$225K	0.11%	216

Other funds holding AGO

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Point View Wealth Management's AGO Position: Q4 2020 in Review

Point View Wealth Management opened a new position in Assured Guaranty (AGO) in Q4 2020: 6,921 shares worth $218K. The stake represents 0.09% of the portfolio and ranks #243 among its holdings. This is a return to the name: Point View Wealth Management previously reported a position in AGO as recently as Q4 2019.

Point View Wealth Management first reported a position in AGO in Q1 2018 and has held it in 9 quarters since. The position peaked at $367K in Q4 2019. 226 funds tracked by Wall St. Rank hold AGO as of Q4 2020.

Point View Wealth Management held 6,921 shares of Assured Guaranty worth $218K as of Q4 2020.
Assured Guaranty was a new Point View Wealth Management position in Q4 2020.
Assured Guaranty made up 0.09% of Point View Wealth Management's portfolio in Q4 2020, its #243 holding.
Point View Wealth Management first reported a position in Assured Guaranty in Q1 2018 and has held it in 9 quarters since.
Point View Wealth Management's Assured Guaranty position peaked at $367K in Q4 2019.
226 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.