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Atria Wealth Solutions’s Federal Agricultural Mortgage AGM Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-1,175
Closed -$225K – 1958
2023
Q4 		$225K Buy
+1,175
New +$191K ﹤0.01% 1698

Other funds holding AGM

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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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Atria Wealth Solutions's AGM Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Federal Agricultural Mortgage (AGM) in Q1 2024, closing a stake of 1,175 shares — an estimated $225K sold.

Atria Wealth Solutions first reported a position in AGM in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Federal Agricultural Mortgage position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,175 Federal Agricultural Mortgage shares in Q1 2024, an estimated $225K.
  • Atria Wealth Solutions first reported a position in Federal Agricultural Mortgage in Q4 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Federal Agricultural Mortgage position peaked at $225K in Q4 2023.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.