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WAM
Wealthspire Advisors (Maryland)’s
Assured Guaranty
AGO
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-300
Closed
-$13K
–
498
2019
Q1
$13K
Sell
300
-15
-5%
-$625
﹤0.01%
1416
2018
Q4
$12K
Buy
315
+3
+1%
+$120
﹤0.01%
1388
2018
Q3
$13K
Buy
312
+15
+5%
+$595
﹤0.01%
1429
2018
Q2
$11K
Sell
297
-8
-3%
-$291
﹤0.01%
1485
2018
Q1
$11K
Sell
305
-43
-12%
-$1.51K
﹤0.01%
1512
2017
Q4
$12K
Buy
348
+8
+2%
+$290
﹤0.01%
1508
2017
Q3
$13K
Sell
340
-7
-2%
-$300
﹤0.01%
1463
2017
Q2
$14K
Hold
347
–
–
﹤0.01%
1380
2017
Q1
$13K
Buy
347
+9
+3%
+$357
﹤0.01%
1224
2016
Q4
$13K
Sell
338
-209
-38%
-$7.02K
﹤0.01%
1130
2016
Q3
$15K
Hold
547
–
–
﹤0.01%
1130
2016
Q2
$14K
Hold
547
–
–
﹤0.01%
1104
2016
Q1
$14K
Buy
547
+59
+12%
+$1.45K
﹤0.01%
1093
2015
Q4
$13K
Buy
+488
New
+$13.1K
﹤0.01%
1108
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1-Year Est. Return
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$218B AUM
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$52.5B AUM
27.12%
1-Year Est. Return
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$70.2B AUM
29.99%
1-Year Est. Return
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$761B AUM
31.28%
1-Year Est. Return
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$187B AUM
18.48%
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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