SW
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SkyOak Wealth’s AGNC Investment AGNC Stock Holding History

SkyOak Wealth’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
2024
Q4 		– Sell
-10,452
Closed -$109K – 257
2024
Q3 		$109K Hold
10,452
– – 0.02% 231
2024
Q2 		$99.7K Hold
10,452
– – 0.02% 233
2024
Q1 		$103K Hold
10,452
– – 0.02% 235
2023
Q4 		$103K Hold
10,452
– – 0.03% 227
2023
Q3 		$98.7K Hold
10,452
– – 0.03% 224
2023
Q2 		$106K Sell
10,452
-1,602
-13% -$15.6K 0.03% 229
2023
Q1 		$122K Hold
12,054
– – 0.04% 232
2022
Q4 		$125K Sell
12,054
-3,445
-22% -$31.5K 0.04% 211
2022
Q3 		$131K Hold
15,499
– – 0.05% 200
2022
Q2 		$172K Buy
+15,499
New +$184K 0.06% 199

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return