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Wealthspire Advisors (Maryland)’s AGNC Investment AGNC Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-11,629
Closed -$150K – 486
2020
Q2 		$150K Buy
+11,629
New +$146K 0.01% 427
2019
Q1 		– Hold
0
– – – 1000
2018
Q4 		– Hold
0
– – – 975
2018
Q3 		– Hold
0
– – – 1229
2018
Q2 		– Hold
0
– – – 1252
2018
Q1 		– Hold
0
– – – 1247
2017
Q3 		– Hold
0
– – – 1372
2017
Q2 		– Hold
0
– – – 1601
2017
Q1 		– Hold
0
– – – 1393
2016
Q4 		– Hold
0
– – – 1312
2016
Q2 		– Hold
0
– – – 1578
2016
Q1 		– Hold
0
– – – 1617

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AGNC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of AGNC Investment (AGNC) in Q3 2020, closing a stake of 11,629 shares — an estimated $150K sold.

Wealthspire Advisors (Maryland) first reported a position in AGNC in Q2 2020 and held it in 1 quarter. The position peaked at $150K in Q2 2020. 446 funds tracked by Wall St. Rank hold AGNC as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining AGNC Investment position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11,629 AGNC Investment shares in Q3 2020, an estimated $150K.
  • Wealthspire Advisors (Maryland) first reported a position in AGNC Investment in Q2 2020 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s AGNC Investment position peaked at $150K in Q2 2020.
  • 446 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.