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 $141B AUM 30.34% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return