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Sugarloaf Wealth Management’s AGNC Investment AGNC Stock Holding History

Sugarloaf Wealth Management’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
2023
Q1 		– Sell
-233
Closed -$2.41K – 704
2022
Q4 		$2.41K Sell
233
-6,697
-97% -$61.2K ﹤0.01% 654
2022
Q3 		$59K Buy
6,930
+6,780
+4,520% +$79.6K 0.02% 263
2022
Q2 		$2K Buy
+150
New +$1.78K ﹤0.01% 687

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sugarloaf Wealth Management's AGNC Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of AGNC Investment (AGNC) in Q1 2023, closing a stake of 233 shares — an estimated $2.41K sold.

Sugarloaf Wealth Management first reported a position in AGNC in Q2 2022 and held it in 3 quarters. The position peaked at $59K in Q3 2022. 439 funds tracked by Wall St. Rank hold AGNC as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining AGNC Investment position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 233 AGNC Investment shares in Q1 2023, an estimated $2.41K.
  • Sugarloaf Wealth Management first reported a position in AGNC Investment in Q2 2022 and held it in 3 quarters.
  • Sugarloaf Wealth Management's AGNC Investment position peaked at $59K in Q3 2022.
  • 439 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.