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Trust Point Inc’s Assured Guaranty AGO Stock Holding History

Trust Point Inc’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
2025
Q1 		– Sell
-2,359
Closed -$212K – 460
2024
Q4 		$212K Buy
+2,359
New +$206K 0.01% 534
2024
Q3 		– Sell
-2,838
Closed -$219K – 515
2024
Q2 		$219K Sell
2,838
-325
-10% -$25.4K 0.02% 460
2024
Q1 		$276K Buy
+3,163
New +$267K 0.02% 427

Other funds holding AGO

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
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 $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Trust Point Inc's AGO Position: Q1 2025 in Review

Trust Point Inc sold out of Assured Guaranty (AGO) in Q1 2025, closing a stake of 2,359 shares — an estimated $212K sold.

Trust Point Inc first reported a position in AGO in Q1 2024 and held it in 3 quarters. The position peaked at $276K in Q1 2024. 331 funds tracked by Wall St. Rank hold AGO as of Q1 2025.

  • Trust Point Inc reported no remaining Assured Guaranty position as of Q1 2025 after selling out during the quarter.
  • Trust Point Inc sold 2,359 Assured Guaranty shares in Q1 2025, an estimated $212K.
  • Trust Point Inc first reported a position in Assured Guaranty in Q1 2024 and held it in 3 quarters.
  • Trust Point Inc's Assured Guaranty position peaked at $276K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2025.

Based on Trust Point Inc's 13F filing for Q1 2025, filed 17 Apr 2025.