SWP
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Stratos Wealth Partners’s Assured Guaranty AGO Stock Holding History

Stratos Wealth Partners’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
2025
Q1 		– Sell
-2,442
Closed -$220K – 1364
2024
Q4 		$220K Buy
+2,442
New +$214K ﹤0.01% 1305
2018
Q4 		– Sell
-305
Closed -$13K – 899
2018
Q3 		$13K Buy
+305
New +$12.1K ﹤0.01% 2052
2018
Q1 		– Sell
-21
Closed -$1K – 3106
2017
Q4 		$1K Buy
+21
New +$761 ﹤0.01% 2679

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return