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TWM
Tradition Wealth Management’s
AGNC Investment
AGNC
Stock Holding History
Tradition Wealth Management’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
Q1
–
Sell
-6,952
Closed
-$68K
–
410
2023
Q4
$68K
Sell
6,952
-3,757
-35%
-$33K
0.01%
554
2023
Q3
$101K
Sell
10,709
-4,116
-28%
-$40.7K
0.01%
434
2023
Q2
$150K
Sell
14,825
-314
-2%
-$3.05K
0.02%
359
2023
Q1
$153K
Buy
15,139
+3,316
+28%
+$36.1K
0.02%
346
2022
Q4
$122K
Buy
11,823
+3,300
+39%
+$30.2K
0.02%
332
2022
Q3
$72K
Sell
8,523
-438
-5%
-$5.14K
0.01%
428
2022
Q2
$99K
Hold
8,961
–
–
0.01%
359
2022
Q1
$117K
Sell
8,961
-4,663
-34%
-$65.2K
0.01%
374
2021
Q4
$205K
Buy
13,624
+6,806
+100%
+$108K
0.03%
301
2021
Q3
$108K
Buy
6,818
+919
+16%
+$14.9K
0.02%
360
2021
Q2
$100K
Buy
5,899
+1,527
+35%
+$27.1K
0.02%
389
2021
Q1
$73K
Buy
4,372
+96
+2%
+$1.55K
0.01%
362
2020
Q4
$67K
Buy
+4,276
New
+$63.2K
0.01%
355
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$59.7B AUM
29.08%
1-Year Est. Return
Norges Bank
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$935B AUM
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
EIC
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$5.11B AUM
8.63%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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