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SYSTM Wealth Solutions’s Assured Guaranty AGO Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-191
Closed -$14.7K – 103
2024
Q2 		$14.7K Hold
191
– – ﹤0.01% 415
2024
Q1 		$16.7K Sell
191
-17
-8% -$1.43K ﹤0.01% 719
2023
Q4 		$15.6K Buy
+208
New +$13.7K ﹤0.01% 766

Other funds holding AGO

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SYSTM Wealth Solutions's AGO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Assured Guaranty (AGO) in Q3 2024, closing a stake of 191 shares — an estimated $14.7K sold.

SYSTM Wealth Solutions first reported a position in AGO in Q4 2023 and held it in 3 quarters. The position peaked at $16.7K in Q1 2024. 322 funds tracked by Wall St. Rank hold AGO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Assured Guaranty position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 191 Assured Guaranty shares in Q3 2024, an estimated $14.7K.
  • SYSTM Wealth Solutions first reported a position in Assured Guaranty in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Assured Guaranty position peaked at $16.7K in Q1 2024.
  • 322 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.