Wipfli Financial Advisors’s Assured Guaranty AGO Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$211K	Buy	+4,365	New	+$234K	0.01%	434

Other funds holding AGO

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KBG

Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Wipfli Financial Advisors's AGO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Assured Guaranty (AGO) in Q3 2022: 4,365 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #434 among its holdings.

248 funds tracked by Wall St. Rank hold AGO as of Q3 2022.

Wipfli Financial Advisors held 4,365 shares of Assured Guaranty worth $211K as of Q3 2022.
Assured Guaranty was a new Wipfli Financial Advisors position in Q3 2022.
Assured Guaranty made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #434 holding.
248 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.