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Steward Partners Investment Advisory’s AGNC Investment Corp Series D AGNCM Stock Holding History

Steward Partners Investment Advisory’s Portfolio AGNCM Stock Details AGNCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,200
Closed -$31K – 3144
2021
Q2 		$31K Buy
+1,200
New +$30.9K ﹤0.01% 4131

Other funds holding AGNCM

SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Steward Partners Investment Advisory's AGNCM Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of AGNC Investment Corp Series D (AGNCM) in Q3 2021, closing a stake of 1,200 shares — an estimated $31K sold.

Steward Partners Investment Advisory first reported a position in AGNCM in Q2 2021 and held it in 1 quarter. The position peaked at $31K in Q2 2021. 2 funds tracked by Wall St. Rank hold AGNCM as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining AGNC Investment Corp Series D position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,200 AGNC Investment Corp Series D shares in Q3 2021, an estimated $31K.
  • Steward Partners Investment Advisory first reported a position in AGNC Investment Corp Series D in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's AGNC Investment Corp Series D position peaked at $31K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held AGNC Investment Corp Series D as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.