PAG
AGO icon

Private Advisor Group’s Assured Guaranty AGO Stock Holding History

Private Advisor Group’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
Q3 		– Sell
-66
Closed -$2K – 1595
2020
Q2 		$2K Buy
+66
New +$1.8K ﹤0.01% 3532
2019
Q2 		– Sell
-4,571
Closed -$203K – 1662
2019
Q1 		$203K Buy
+4,571
New +$190K ﹤0.01% 1396
2018
Q4 		– Sell
-5,258
Closed -$222K – 1357
2018
Q3 		$222K Buy
+5,258
New +$209K ﹤0.01% 1390

Other funds holding AGO

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Private Advisor Group's AGO Position: Q3 2020 in Review

Private Advisor Group sold out of Assured Guaranty (AGO) in Q3 2020, closing a stake of 66 shares — an estimated $2K sold.

Private Advisor Group first reported a position in AGO in Q3 2018 and held it in 3 quarters. The position peaked at $222K in Q3 2018. 208 funds tracked by Wall St. Rank hold AGO as of Q3 2020.

  • Private Advisor Group reported no remaining Assured Guaranty position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 66 Assured Guaranty shares in Q3 2020, an estimated $2K.
  • Private Advisor Group first reported a position in Assured Guaranty in Q3 2018 and held it in 3 quarters.
  • Private Advisor Group's Assured Guaranty position peaked at $222K in Q3 2018.
  • 208 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.