WWM
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Western Wealth Management’s AGNC Investment AGNC Stock Holding History

Western Wealth Management’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,967
Closed -$166K – 648
2023
Q4 		$166K Sell
16,967
-6,712
-28% -$59K 0.01% 671
2023
Q3 		$224K Buy
23,679
+1,723
+8% +$17.1K 0.02% 577
2023
Q2 		$222K Buy
21,956
+434
+2% +$4.22K 0.02% 590
2023
Q1 		$217K Buy
21,522
+978
+5% +$10.6K 0.02% 590
2022
Q4 		$213K Sell
20,544
-7,789
-27% -$71.2K 0.02% 557
2022
Q3 		$232K Buy
28,333
+132
+0.5% +$1.55K 0.01% 712
2022
Q2 		$322K Sell
28,201
-11,477
-29% -$136K 0.02% 588
2022
Q1 		$521K Buy
+39,678
New +$555K 0.03% 519

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return