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Regent Peak Wealth Advisors’s Assured Guaranty AGO Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-18
Closed -$1K – 174
2020
Q4 		$1K Buy
+18
New +$529 ﹤0.01% 874

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Putnam Investments
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Regent Peak Wealth Advisors's AGO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Assured Guaranty (AGO) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in AGO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 245 funds tracked by Wall St. Rank hold AGO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Assured Guaranty position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 18 Assured Guaranty shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Assured Guaranty in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Assured Guaranty position peaked at $1K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.