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Sowell Financial Services’s Assured Guaranty AGO Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-4,602
Closed -$145K – 3086
2020
Q4 		$145K Buy
4,602
+3,792
+468% +$111K 0.01% 991
2020
Q3 		$17K Buy
+810
New +$17.9K ﹤0.01% 1619
2020
Q2 		– Sell
-48
Closed -$1K – 2442
2020
Q1 		$1K Sell
48
-121
-72% -$5.01K ﹤0.01% 2172
2019
Q4 		$8K Buy
169
+55
+48% +$2.63K ﹤0.01% 1744
2019
Q3 		$5K Buy
+114
New +$5.02K ﹤0.01% 1741

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sowell Financial Services's AGO Position: Q1 2021 in Review

Sowell Financial Services sold out of Assured Guaranty (AGO) in Q1 2021, closing a stake of 4,602 shares — an estimated $145K sold.

Sowell Financial Services first reported a position in AGO in Q3 2019 and held it in 5 quarters. The position peaked at $145K in Q4 2020. 245 funds tracked by Wall St. Rank hold AGO as of Q1 2021.

  • Sowell Financial Services reported no remaining Assured Guaranty position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,602 Assured Guaranty shares in Q1 2021, an estimated $145K.
  • Sowell Financial Services first reported a position in Assured Guaranty in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Assured Guaranty position peaked at $145K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.