Teamwork Financial Advisors’s AGNC Investment AGNC Stock Holding History

Teamwork Financial Advisors’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
2024 Q4	–	Sell	-10,343	Closed	-$108K	–	178
2024 Q3	$108K	Buy	+10,343	New	+$105K	0.02%	156
2024 Q1	–	Sell	-12,622	Closed	-$124K	–	183
2023 Q4	$124K	Buy	12,622 +951	+8%	+$8.36K	0.02%	183
2023 Q3	$110K	Buy	+11,671	New	+$115K	0.02%	199

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Teamwork Financial Advisors's AGNC Position: Q4 2024 in Review

Teamwork Financial Advisors sold out of AGNC Investment (AGNC) in Q4 2024, closing a stake of 10,343 shares — an estimated $108K sold.

Teamwork Financial Advisors first reported a position in AGNC in Q3 2023 and held it in 3 quarters. The position peaked at $124K in Q4 2023. 550 funds tracked by Wall St. Rank hold AGNC as of Q4 2024.

Teamwork Financial Advisors reported no remaining AGNC Investment position as of Q4 2024 after selling out during the quarter.
Teamwork Financial Advisors sold 10,343 AGNC Investment shares in Q4 2024, an estimated $108K.
Teamwork Financial Advisors first reported a position in AGNC Investment in Q3 2023 and held it in 3 quarters.
Teamwork Financial Advisors's AGNC Investment position peaked at $124K in Q4 2023.
550 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2024.

Based on Teamwork Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.