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Wingate Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-300
Closed -$2.76K – 106
2024
Q4 		$2.76K Buy
+300
New +$2.93K ﹤0.01% 415

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wingate Wealth Advisors's AGNC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of AGNC Investment (AGNC) in Q1 2025, closing a stake of 300 shares — an estimated $2.76K sold.

Wingate Wealth Advisors first reported a position in AGNC in Q4 2024 and held it in 1 quarter. The position peaked at $2.76K in Q4 2024. 563 funds tracked by Wall St. Rank hold AGNC as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining AGNC Investment position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 300 AGNC Investment shares in Q1 2025, an estimated $2.76K.
  • Wingate Wealth Advisors first reported a position in AGNC Investment in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's AGNC Investment position peaked at $2.76K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.