RMR Wealth Builders’s AGNC Investment AGNC Stock Holding History

RMR Wealth Builders’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 Q1	–	Sell	-195	Closed	-$3K	–	782
2020 Q4	$3K	Buy	+195	New	+$2.88K	﹤0.01%	476

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

RMR Wealth Builders's AGNC Position: Q1 2021 in Review

RMR Wealth Builders sold out of AGNC Investment (AGNC) in Q1 2021, closing a stake of 195 shares — an estimated $3K sold.

RMR Wealth Builders first reported a position in AGNC in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 467 funds tracked by Wall St. Rank hold AGNC as of Q1 2021.

RMR Wealth Builders reported no remaining AGNC Investment position as of Q1 2021 after selling out during the quarter.
RMR Wealth Builders sold 195 AGNC Investment shares in Q1 2021, an estimated $3K.
RMR Wealth Builders first reported a position in AGNC Investment in Q4 2020 and held it in 1 quarter.
RMR Wealth Builders's AGNC Investment position peaked at $3K in Q4 2020.
467 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2021.

Based on RMR Wealth Builders's 13F filing for Q1 2021, filed 13 May 2021.