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AdvisorShares Investments’s Federal Agricultural Mortgage AGM Stock Holding History

AdvisorShares Investments’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30,785
Closed -$5.77M – 262
2024
Q3 		$5.77M Buy
30,785
+488
+2% +$93.2K 1.11% 26
2024
Q2 		$5.49M Buy
30,297
+2,074
+7% +$374K 0.96% 26
2024
Q1 		$5.56M Buy
28,223
+10,370
+58% +$1.93M 0.94% 27
2023
Q4 		$3.41M Buy
+17,853
New +$2.9M 0.8% 27

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AdvisorShares Investments's AGM Position: Q4 2024 in Review

AdvisorShares Investments sold out of Federal Agricultural Mortgage (AGM) in Q4 2024, closing a stake of 30,785 shares — an estimated $5.77M sold.

AdvisorShares Investments first reported a position in AGM in Q4 2023 and held it in 4 quarters. The position peaked at $5.77M in Q3 2024. 245 funds tracked by Wall St. Rank hold AGM as of Q4 2024.

  • AdvisorShares Investments reported no remaining Federal Agricultural Mortgage position as of Q4 2024 after selling out during the quarter.
  • AdvisorShares Investments sold 30,785 Federal Agricultural Mortgage shares in Q4 2024, an estimated $5.77M.
  • AdvisorShares Investments first reported a position in Federal Agricultural Mortgage in Q4 2023 and held it in 4 quarters.
  • AdvisorShares Investments's Federal Agricultural Mortgage position peaked at $5.77M in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2024.

Based on AdvisorShares Investments's 13F filing for Q4 2024, filed 14 Feb 2025.