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Prestige Wealth Management Group’s AGNC Investment AGNC Stock Holding History

Prestige Wealth Management Group’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
2021
Q4 		– Sell
-277
Closed -$4K – 990
2021
Q3 		$4K Hold
277
– – ﹤0.01% 666
2021
Q2 		$5K Hold
277
– – ﹤0.01% 606
2021
Q1 		$5K Sell
277
-49
-15% -$792 ﹤0.01% 598
2020
Q4 		$5K Sell
326
-555
-63% -$8.21K ﹤0.01% 562
2020
Q3 		$12K Sell
881
-265
-23% -$3.65K ﹤0.01% 411
2020
Q2 		$15K Buy
1,146
+392
+52% +$4.92K 0.01% 369
2020
Q1 		$8K Buy
+754
New +$12.6K ﹤0.01% 409
2019
Q1 		– Sell
-112
Closed -$2K – 503
2018
Q4 		$2K Buy
+112
New +$2K ﹤0.01% 785

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prestige Wealth Management Group's AGNC Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of AGNC Investment (AGNC) in Q4 2021, closing a stake of 277 shares — an estimated $4K sold.

Prestige Wealth Management Group first reported a position in AGNC in Q4 2018 and held it in 8 quarters. The position peaked at $15K in Q2 2020. 481 funds tracked by Wall St. Rank hold AGNC as of Q4 2021.

  • Prestige Wealth Management Group reported no remaining AGNC Investment position as of Q4 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 277 AGNC Investment shares in Q4 2021, an estimated $4K.
  • Prestige Wealth Management Group first reported a position in AGNC Investment in Q4 2018 and held it in 8 quarters.
  • Prestige Wealth Management Group's AGNC Investment position peaked at $15K in Q2 2020.
  • 481 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.