SS
AGIG

Sunbelt Securities’s Abundia Global Impact Group AGIG Stock Holding History

Sunbelt Securities’s Portfolio AGIG Stock Details AGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-505
Closed -$9K – 501
2019
Q4 		$9K Hold
505
– – ﹤0.01% 616
2019
Q3 		$11K Buy
+505
New +$13.1K ﹤0.01% 588

Other funds holding AGIG

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sunbelt Securities's AGIG Position: Q1 2020 in Review

Sunbelt Securities sold out of Abundia Global Impact Group (AGIG) in Q1 2020, closing a stake of 505 shares — an estimated $9K sold.

Sunbelt Securities first reported a position in AGIG in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 21 funds tracked by Wall St. Rank hold AGIG as of Q1 2020.

  • Sunbelt Securities reported no remaining Abundia Global Impact Group position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 505 Abundia Global Impact Group shares in Q1 2020, an estimated $9K.
  • Sunbelt Securities first reported a position in Abundia Global Impact Group in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's Abundia Global Impact Group position peaked at $11K in Q3 2019.
  • 21 funds tracked by Wall St. Rank held Abundia Global Impact Group as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.