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Sunbelt Securities’s Assured Guaranty AGO Stock Holding History

Sunbelt Securities’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
2023
Q2 		– Sell
-198
Closed -$9.76K – 1693
2023
Q1 		$9.76K Buy
+198
New +$11.5K ﹤0.01% 1134

Other funds holding AGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sunbelt Securities's AGO Position: Q2 2023 in Review

Sunbelt Securities sold out of Assured Guaranty (AGO) in Q2 2023, closing a stake of 198 shares — an estimated $9.76K sold.

Sunbelt Securities first reported a position in AGO in Q1 2023 and held it in 1 quarter. The position peaked at $9.76K in Q1 2023. 264 funds tracked by Wall St. Rank hold AGO as of Q2 2023.

  • Sunbelt Securities reported no remaining Assured Guaranty position as of Q2 2023 after selling out during the quarter.
  • Sunbelt Securities sold 198 Assured Guaranty shares in Q2 2023, an estimated $9.76K.
  • Sunbelt Securities first reported a position in Assured Guaranty in Q1 2023 and held it in 1 quarter.
  • Sunbelt Securities's Assured Guaranty position peaked at $9.76K in Q1 2023.
  • 264 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2023.

Based on Sunbelt Securities's 13F filing for Q2 2023, filed 16 Aug 2023.