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Wealthstar Advisors’s Assured Guaranty AGO Stock Holding History

Wealthstar 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
2024
Q2 		– Sell
-15,426
Closed -$1.35M – 32
2024
Q1 		$1.35M Buy
15,426
+11,358
+279% +$957K 0.47% 33
2023
Q4 		$304K Buy
+4,068
New +$269K 0.05% 102

Other funds holding AGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthstar Advisors's AGO Position: Q2 2024 in Review

Wealthstar Advisors sold out of Assured Guaranty (AGO) in Q2 2024, closing a stake of 15,426 shares — an estimated $1.35M sold.

Wealthstar Advisors first reported a position in AGO in Q4 2023 and held it in 2 quarters. The position peaked at $1.35M in Q1 2024. 323 funds tracked by Wall St. Rank hold AGO as of Q2 2024.

  • Wealthstar Advisors reported no remaining Assured Guaranty position as of Q2 2024 after selling out during the quarter.
  • Wealthstar Advisors sold 15,426 Assured Guaranty shares in Q2 2024, an estimated $1.35M.
  • Wealthstar Advisors first reported a position in Assured Guaranty in Q4 2023 and held it in 2 quarters.
  • Wealthstar Advisors's Assured Guaranty position peaked at $1.35M in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.