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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Western Wealth Management's AGNC Position: Q1 2024 in Review

Western Wealth Management sold out of AGNC Investment (AGNC) in Q1 2024, closing a stake of 16,967 shares — an estimated $166K sold.

Western Wealth Management first reported a position in AGNC in Q1 2022 and held it in 8 quarters. The position peaked at $521K in Q1 2022. 476 funds tracked by Wall St. Rank hold AGNC as of Q1 2024.

Western Wealth Management reported no remaining AGNC Investment position as of Q1 2024 after selling out during the quarter.
Western Wealth Management sold 16,967 AGNC Investment shares in Q1 2024, an estimated $166K.
Western Wealth Management first reported a position in AGNC Investment in Q1 2022 and held it in 8 quarters.
Western Wealth Management's AGNC Investment position peaked at $521K in Q1 2022.
476 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2024.

Based on Western Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.