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Sutton Wealth Advisors’s Assured Guaranty AGO Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-5,253
Closed -$327K – 823
2022
Q4 		$327K Sell
5,253
-23
-0.4% -$1.36K 0.12% 126
2022
Q3 		$256K Hold
5,276
– – 0.1% 143
2022
Q2 		$294K Hold
5,276
– – 0.12% 126
2022
Q1 		$336K Hold
5,276
– – 0.12% 124
2021
Q4 		$265K Buy
5,276
+17
+0.3% +$875 0.09% 153
2021
Q3 		$246K Hold
5,259
– – 0.09% 156
2021
Q2 		$250K Hold
5,259
– – 0.09% 156
2021
Q1 		$222K Hold
5,259
– – 0.09% 162
2020
Q4 		$166K Buy
5,259
+1,634
+45% +$48K 0.07% 179
2020
Q3 		$77.9K Hold
3,625
– – 0.04% 233
2020
Q2 		$88.5K Hold
3,625
– – 0.05% 219
2020
Q1 		$93.5K Hold
3,625
– – 0.06% 200
2019
Q4 		$178K Hold
3,625
– – 0.09% 161
2019
Q3 		$161K Hold
3,625
– – 0.09% 169
2019
Q2 		$153K Hold
3,625
– – 0.09% 168
2019
Q1 		$161K Hold
3,625
– – 0.09% 160
2018
Q4 		$139K Hold
3,625
– – 0.09% 165
2018
Q3 		$153K Hold
3,625
– – 0.1% 152
2018
Q2 		$130K Hold
3,625
– – 0.09% 175
2018
Q1 		$131K Hold
3,625
– – 0.09% 168
2017
Q4 		$123K Hold
3,625
– – 0.09% 179
2017
Q3 		$137K Hold
3,625
– – 0.1% 160
2017
Q2 		$151K Hold
3,625
– – 0.12% 148
2017
Q1 		$135K Hold
3,625
– – 0.11% 154
2016
Q4 		$137K Hold
3,625
– – 0.12% 144
2016
Q3 		$101K Hold
3,625
– – 0.09% 180
2016
Q2 		$92K Hold
3,625
– – 0.09% 184
2016
Q1 		$91.7K Buy
+3,625
New +$89.2K 0.09% 189

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's AGO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Assured Guaranty (AGO) in Q1 2023, closing a stake of 5,253 shares — an estimated $327K sold.

Sutton Wealth Advisors first reported a position in AGO in Q1 2016 and held it in 28 quarters. The position peaked at $336K in Q1 2022. 263 funds tracked by Wall St. Rank hold AGO as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Assured Guaranty position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 5,253 Assured Guaranty shares in Q1 2023, an estimated $327K.
  • Sutton Wealth Advisors first reported a position in Assured Guaranty in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Assured Guaranty position peaked at $336K in Q1 2022.
  • 263 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.