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Sterling Investment Advisors (Pennsylvania)’s AGNC Investment AGNC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q4 		– Sell
-24
Closed – – 561
2021
Q3 		$0 Buy
24
+1
+4% +$16 ﹤0.01% 565
2021
Q2 		$0 Buy
23
+11
+92% +$195 ﹤0.01% 533
2021
Q1 		$0 Buy
+12
New +$194 ﹤0.01% 507

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s AGNC Position: Q4 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of AGNC Investment (AGNC) in Q4 2021, closing a stake of 24 shares.

Sterling Investment Advisors (Pennsylvania) first reported a position in AGNC in Q1 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2021. 482 funds tracked by Wall St. Rank hold AGNC as of Q4 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining AGNC Investment position as of Q4 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 24 AGNC Investment shares in Q4 2021.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in AGNC Investment in Q1 2021 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s AGNC Investment position peaked at $0 in Q3 2021.
  • 482 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2021, filed 2 Feb 2022.