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Bartlett & Co Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-11
Closed -$1.19K – 416
2021
Q3 		$1.19K Buy
+11
New +$1.09K ﹤0.01% 906

Other funds holding AGM

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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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Bartlett & Co Wealth Management's AGM Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Federal Agricultural Mortgage (AGM) in Q4 2021, closing a stake of 11 shares — an estimated $1.19K sold.

Bartlett & Co Wealth Management first reported a position in AGM in Q3 2021 and held it in 1 quarter. The position peaked at $1.19K in Q3 2021. 170 funds tracked by Wall St. Rank hold AGM as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Federal Agricultural Mortgage position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 11 Federal Agricultural Mortgage shares in Q4 2021, an estimated $1.19K.
  • Bartlett & Co Wealth Management first reported a position in Federal Agricultural Mortgage in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Federal Agricultural Mortgage position peaked at $1.19K in Q3 2021.
  • 170 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.