U.S. Capital Wealth Advisors
AGO icon

U.S. Capital Wealth Advisors’s Assured Guaranty AGO Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-20
Closed -$1.25K – 656
2022
Q4 		$1.25K Buy
+20
New +$1.19K ﹤0.01% 1522

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
Putnam Investments
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's AGO Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Assured Guaranty (AGO) in Q1 2023, closing a stake of 20 shares — an estimated $1.25K sold.

U.S. Capital Wealth Advisors first reported a position in AGO in Q4 2022 and held it in 1 quarter. The position peaked at $1.25K in Q4 2022. 263 funds tracked by Wall St. Rank hold AGO as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Assured Guaranty position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 20 Assured Guaranty shares in Q1 2023, an estimated $1.25K.
  • U.S. Capital Wealth Advisors first reported a position in Assured Guaranty in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Assured Guaranty position peaked at $1.25K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.