Rise Advisors’s AGNC Investment AGNC Stock Holding History

Rise 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
2022 Q4	–	Sell	-550	Closed	-$5K	–	768
2022 Q3	$5K	Buy	+550	New	+$6.46K	﹤0.01%	429
2022 Q1	–	Sell	-151	Closed	-$2.11K	–	649
2021 Q4	$2.26K	Buy	+151	New	+$2.39K	﹤0.01%	519

Other funds holding AGNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Rise Advisors's AGNC Position: Q4 2022 in Review

Rise Advisors sold out of AGNC Investment (AGNC) in Q4 2022, closing a stake of 550 shares — an estimated $5K sold.

Rise Advisors first reported a position in AGNC in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 429 funds tracked by Wall St. Rank hold AGNC as of Q4 2022.

Rise Advisors reported no remaining AGNC Investment position as of Q4 2022 after selling out during the quarter.
Rise Advisors sold 550 AGNC Investment shares in Q4 2022, an estimated $5K.
Rise Advisors first reported a position in AGNC Investment in Q4 2021 and held it in 2 quarters.
Rise Advisors's AGNC Investment position peaked at $5K in Q3 2022.
429 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2022.

Based on Rise Advisors's 13F filing for Q4 2022, filed 6 Jan 2023.