SFG
AGO icon

Sowa Financial Group’s Assured Guaranty AGO Stock Holding History

Sowa Financial Group’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-95
Closed -$2K – 231
2020
Q2 		$2K Hold
95
– – ﹤0.01% 316
2020
Q1 		$2K Hold
95
– – ﹤0.01% 303
2019
Q4 		$5K Buy
+95
New +$4.54K ﹤0.01% 255

Other funds holding AGO

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sowa Financial Group's AGO Position: Q3 2020 in Review

Sowa Financial Group sold out of Assured Guaranty (AGO) in Q3 2020, closing a stake of 95 shares — an estimated $2K sold.

Sowa Financial Group first reported a position in AGO in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 208 funds tracked by Wall St. Rank hold AGO as of Q3 2020.

  • Sowa Financial Group reported no remaining Assured Guaranty position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 95 Assured Guaranty shares in Q3 2020, an estimated $2K.
  • Sowa Financial Group first reported a position in Assured Guaranty in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Assured Guaranty position peaked at $5K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.