BRWA
AGCO icon

B. Riley Wealth Advisors’s AGCO AGCO Stock Holding History

B. Riley Wealth Advisors’s Portfolio AGCO Stock Details AGCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,303
Closed -$434K – 1454
2023
Q2 		$434K Buy
+3,303
New +$410K 0.01% 927
2021
Q4 		– Sell
-2,399
Closed -$294K – 1410
2021
Q3 		$294K Sell
2,399
-28
-1% -$3.66K 0.01% 1047
2021
Q2 		$317K Hold
2,427
– – 0.01% 995
2021
Q1 		$349K Buy
+2,427
New +$303K 0.01% 913
2015
Q1 		– Sell
-812
Closed -$37 – 611
2014
Q4 		$37 Buy
+812
New +$36K ﹤0.01% 2248
2014
Q3 		– Sell
-5
Closed -$299 – 689
2014
Q2 		$299 Buy
+5
New +$276 ﹤0.01% 2390

Other funds holding AGCO

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's AGCO Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of AGCO (AGCO) in Q3 2023, closing a stake of 3,303 shares — an estimated $434K sold.

B. Riley Wealth Advisors first reported a position in AGCO in Q2 2014 and held it in 6 quarters. The position peaked at $434K in Q2 2023. 493 funds tracked by Wall St. Rank hold AGCO as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining AGCO position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,303 AGCO shares in Q3 2023, an estimated $434K.
  • B. Riley Wealth Advisors first reported a position in AGCO in Q2 2014 and held it in 6 quarters.
  • B. Riley Wealth Advisors's AGCO position peaked at $434K in Q2 2023.
  • 493 funds tracked by Wall St. Rank held AGCO as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.