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Steward Partners Investment Advisory’s AGNC Investment Corp Series C AGNCN Stock Holding History

Steward Partners Investment Advisory’s Portfolio AGNCN Stock Details AGNCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,325
Closed -$171K – 3145
2021
Q2 		$171K Buy
+6,325
New +$164K ﹤0.01% 1657

Other funds holding AGNCN

EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of AGNC Investment Corp Series C (AGNCN) in Q3 2021, closing a stake of 6,325 shares — an estimated $171K sold.

Steward Partners Investment Advisory first reported a position in AGNCN in Q2 2021 and held it in 1 quarter. The position peaked at $171K in Q2 2021. 2 funds tracked by Wall St. Rank hold AGNCN as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining AGNC Investment Corp Series C position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 6,325 AGNC Investment Corp Series C shares in Q3 2021, an estimated $171K.
  • Steward Partners Investment Advisory first reported a position in AGNC Investment Corp Series C in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's AGNC Investment Corp Series C position peaked at $171K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held AGNC Investment Corp Series C as of Q3 2021.

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