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Weld Capital Management’s Assured Guaranty AGO Stock Holding History

Weld Capital Management’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
2020
Q4 		– Sell
-42,253
Closed -$908K – 454
2020
Q3 		$908K Buy
42,253
+22,163
+110% +$488K 0.36% 76
2020
Q2 		$490K Buy
20,090
+9,297
+86% +$253K 0.19% 186
2020
Q1 		$278K Sell
10,793
-1,100
-9% -$45.5K 0.14% 248
2019
Q4 		$583K Buy
+11,893
New +$569K 0.11% 303
2019
Q2 		– Sell
-4,958
Closed -$220K – 713
2019
Q1 		$220K Buy
+4,958
New +$207K 0.04% 577

Other funds holding AGO

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Weld Capital Management's AGO Position: Q4 2020 in Review

Weld Capital Management sold out of Assured Guaranty (AGO) in Q4 2020, closing a stake of 42,253 shares — an estimated $908K sold.

Weld Capital Management first reported a position in AGO in Q1 2019 and held it in 5 quarters. The position peaked at $908K in Q3 2020. 226 funds tracked by Wall St. Rank hold AGO as of Q4 2020.

  • Weld Capital Management reported no remaining Assured Guaranty position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 42,253 Assured Guaranty shares in Q4 2020, an estimated $908K.
  • Weld Capital Management first reported a position in Assured Guaranty in Q1 2019 and held it in 5 quarters.
  • Weld Capital Management's Assured Guaranty position peaked at $908K in Q3 2020.
  • 226 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.