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TFO Wealth Partners’s Assured Guaranty AGO Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-4
Closed -$349 – 76
2024
Q1 		$349 Sell
4
-6
-60% -$506 ﹤0.01% 358
2023
Q4 		$748 Hold
10
– – ﹤0.01% 249
2023
Q3 		$558 Buy
10
+6
+150% +$356 ﹤0.01% 430
2023
Q2 		$223 Hold
4
– – ﹤0.01% 477
2023
Q1 		$201 Sell
4
-47
-92% -$2.73K ﹤0.01% 478
2022
Q4 		$3.2K Buy
+51
New +$3.02K ﹤0.01% 206

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's AGO Position: Q2 2024 in Review

TFO Wealth Partners sold out of Assured Guaranty (AGO) in Q2 2024, closing a stake of 4 shares — an estimated $349 sold.

TFO Wealth Partners first reported a position in AGO in Q4 2022 and held it in 6 quarters. The position peaked at $3.2K in Q4 2022. 324 funds tracked by Wall St. Rank hold AGO as of Q2 2024.

  • TFO Wealth Partners reported no remaining Assured Guaranty position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Assured Guaranty shares in Q2 2024, an estimated $349.
  • TFO Wealth Partners first reported a position in Assured Guaranty in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Assured Guaranty position peaked at $3.2K in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.