WIA
AGIG

Wealthstreet Investment Advisors’s Abundia Global Impact Group AGIG Stock Holding History

Wealthstreet Investment Advisors’s Portfolio AGIG Stock Details AGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-174
Closed -$3K – 340
2020
Q2 		$3K Hold
174
– – ﹤0.01% 326
2020
Q1 		$3K Hold
174
– – ﹤0.01% 305
2019
Q4 		$3K Hold
174
– – ﹤0.01% 350
2019
Q3 		$4K Buy
+174
New +$4.52K ﹤0.01% 335

Other funds holding AGIG

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Wealthstreet Investment Advisors's AGIG Position: Q3 2020 in Review

Wealthstreet Investment Advisors sold out of Abundia Global Impact Group (AGIG) in Q3 2020, closing a stake of 174 shares — an estimated $3K sold.

Wealthstreet Investment Advisors first reported a position in AGIG in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 16 funds tracked by Wall St. Rank hold AGIG as of Q3 2020.

  • Wealthstreet Investment Advisors reported no remaining Abundia Global Impact Group position as of Q3 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 174 Abundia Global Impact Group shares in Q3 2020, an estimated $3K.
  • Wealthstreet Investment Advisors first reported a position in Abundia Global Impact Group in Q3 2019 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Abundia Global Impact Group position peaked at $4K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held Abundia Global Impact Group as of Q3 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.