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Rational Advisors’s AGNC Investment AGNC Stock Holding History

Rational 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
2020
Q4 		– Sell
-257
Closed -$4K – 215
2020
Q3 		$4K Sell
257
-6,343
-96% -$87.3K ﹤0.01% 390
2020
Q2 		$85K Sell
6,600
-211,400
-97% -$2.65M 0.04% 165
2020
Q1 		$2.31M Buy
+218,000
New +$3.64M 1.68% 6
2019
Q2 		– Sell
-2,250
Closed -$41K – 556
2019
Q1 		$41K Hold
2,250
– – 0.01% 330
2018
Q4 		$39K Sell
2,250
-2,250
-50% -$40.1K 0.01% 305
2018
Q3 		$84K Buy
+4,500
New +$85.8K 0.02% 251

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Rational Advisors's AGNC Position: Q4 2020 in Review

Rational Advisors sold out of AGNC Investment (AGNC) in Q4 2020, closing a stake of 257 shares — an estimated $4K sold.

Rational Advisors first reported a position in AGNC in Q3 2018 and held it in 6 quarters. The position peaked at $2.31M in Q1 2020. 472 funds tracked by Wall St. Rank hold AGNC as of Q4 2020.

  • Rational Advisors reported no remaining AGNC Investment position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 257 AGNC Investment shares in Q4 2020, an estimated $4K.
  • Rational Advisors first reported a position in AGNC Investment in Q3 2018 and held it in 6 quarters.
  • Rational Advisors's AGNC Investment position peaked at $2.31M in Q1 2020.
  • 472 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.