SIM
AGO.PRE

Sonora Investment Management’s Assured Guaranty Municipal Holdings Inc. 6.25% Notes due 2102 AGO.PRE Stock Holding History

Sonora Investment Management’s Portfolio AGO.PRE Stock Details AGO.PRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-84
Closed -$2K – 1813
2020
Q3 		$2K Hold
84
– – ﹤0.01% 1666
2020
Q2 		$2K Hold
84
– – ﹤0.01% 1614
2020
Q1 		$2K Buy
+84
New +$2.19K ﹤0.01% 1516

Other funds holding AGO.PRE

AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Sonora Investment Management's AGO.PRE Position: Q4 2020 in Review

Sonora Investment Management sold out of Assured Guaranty Municipal Holdings Inc. 6.25% Notes due 2102 (AGO.PRE) in Q4 2020, closing a stake of 84 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in AGO.PRE in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q3 2020. 2 funds tracked by Wall St. Rank hold AGO.PRE as of Q4 2020.

  • Sonora Investment Management reported no remaining Assured Guaranty Municipal Holdings Inc. 6.25% Notes due 2102 position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 84 Assured Guaranty Municipal Holdings Inc. 6.25% Notes due 2102 shares in Q4 2020, an estimated $2K.
  • Sonora Investment Management first reported a position in Assured Guaranty Municipal Holdings Inc. 6.25% Notes due 2102 in Q1 2020 and held it in 3 quarters.
  • Sonora Investment Management's Assured Guaranty Municipal Holdings Inc. 6.25% Notes due 2102 position peaked at $2K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held Assured Guaranty Municipal Holdings Inc. 6.25% Notes due 2102 as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.