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Avior Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-67
Closed -$13.2K – 2287
2024
Q1 		$13.2K Buy
+67
New +$12.5K ﹤0.01% 1768

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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Avior Wealth Management's AGM Position: Q2 2024 in Review

Avior Wealth Management sold out of Federal Agricultural Mortgage (AGM) in Q2 2024, closing a stake of 67 shares — an estimated $13.2K sold.

Avior Wealth Management first reported a position in AGM in Q1 2024 and held it in 1 quarter. The position peaked at $13.2K in Q1 2024. 223 funds tracked by Wall St. Rank hold AGM as of Q2 2024.

  • Avior Wealth Management reported no remaining Federal Agricultural Mortgage position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 67 Federal Agricultural Mortgage shares in Q2 2024, an estimated $13.2K.
  • Avior Wealth Management first reported a position in Federal Agricultural Mortgage in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Federal Agricultural Mortgage position peaked at $13.2K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.