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Toth Financial Advisory’s AGNC Investment AGNC Stock Holding History

Toth Financial Advisory’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
2023
Q3 		– Sell
-1,000
Closed -$10.1K – 757
2023
Q2 		$10.1K Buy
+1,000
New +$9.72K ﹤0.01% 466

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VRS
Virginia Retirement Systems Richmond, Virginia $16.7B AUM 42.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Toth Financial Advisory's AGNC Position: Q3 2023 in Review

Toth Financial Advisory sold out of AGNC Investment (AGNC) in Q3 2023, closing a stake of 1,000 shares — an estimated $10.1K sold.

Toth Financial Advisory first reported a position in AGNC in Q2 2023 and held it in 1 quarter. The position peaked at $10.1K in Q2 2023. 433 funds tracked by Wall St. Rank hold AGNC as of Q3 2023.

  • Toth Financial Advisory reported no remaining AGNC Investment position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 1,000 AGNC Investment shares in Q3 2023, an estimated $10.1K.
  • Toth Financial Advisory first reported a position in AGNC Investment in Q2 2023 and held it in 1 quarter.
  • Toth Financial Advisory's AGNC Investment position peaked at $10.1K in Q2 2023.
  • 433 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.