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Simplicity Solutions’s AGNC Investment AGNC Stock Holding History

Simplicity Solutions’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
-14,055
Closed -$219K – 496
2020
Q4 		$219K Sell
14,055
-50,108
-78% -$741K ﹤0.01% 885
2020
Q3 		$893K Sell
64,163
-45,736
-42% -$629K 0.02% 505
2020
Q2 		$1.42M Buy
109,899
+7,349
+7% +$92.2K 0.03% 376
2020
Q1 		$1.08M Buy
102,550
+84,832
+479% +$1.42M 0.03% 327
2019
Q4 		$313K Sell
17,718
-41,180
-70% -$701K 0.01% 664
2019
Q3 		$948K Buy
58,898
+43,794
+290% +$719K 0.04% 312
2019
Q2 		$254K Buy
15,104
+2,206
+17% +$38.3K 0.01% 549
2019
Q1 		$232K Sell
12,898
-4,292
-25% -$76.7K 0.01% 631
2018
Q4 		$302K Buy
+17,190
New +$306K 0.04% 444

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Simplicity Solutions's AGNC Position: Q1 2021 in Review

Simplicity Solutions sold out of AGNC Investment (AGNC) in Q1 2021, closing a stake of 14,055 shares — an estimated $219K sold.

Simplicity Solutions first reported a position in AGNC in Q4 2018 and held it in 9 quarters. The position peaked at $1.42M in Q2 2020. 467 funds tracked by Wall St. Rank hold AGNC as of Q1 2021.

  • Simplicity Solutions reported no remaining AGNC Investment position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 14,055 AGNC Investment shares in Q1 2021, an estimated $219K.
  • Simplicity Solutions first reported a position in AGNC Investment in Q4 2018 and held it in 9 quarters.
  • Simplicity Solutions's AGNC Investment position peaked at $1.42M in Q2 2020.
  • 467 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.