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Wealthcare Advisory Partners’s Assured Guaranty AGO Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-1,502
Closed -$64K – 578
2021
Q1 		$64K Buy
+1,502
New +$60.1K ﹤0.01% 801

Other funds holding AGO

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Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealthcare Advisory Partners's AGO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Assured Guaranty (AGO) in Q2 2021, closing a stake of 1,502 shares — an estimated $64K sold.

Wealthcare Advisory Partners first reported a position in AGO in Q1 2021 and held it in 1 quarter. The position peaked at $64K in Q1 2021. 232 funds tracked by Wall St. Rank hold AGO as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Assured Guaranty position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,502 Assured Guaranty shares in Q2 2021, an estimated $64K.
  • Wealthcare Advisory Partners first reported a position in Assured Guaranty in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Assured Guaranty position peaked at $64K in Q1 2021.
  • 232 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.