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Beacon Capital Management LLC (Tennessee)’s Federal Agricultural Mortgage AGM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-44
Closed -$8.25K – 1074
2024
Q3 		$8.25K Buy
+44
New +$8.4K ﹤0.01% 695

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Principal Financial Group
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CCM
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CAPTRUST Financial Advisors
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State Street
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Beacon Capital Management LLC (Tennessee)'s AGM Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Federal Agricultural Mortgage (AGM) in Q4 2024, closing a stake of 44 shares — an estimated $8.25K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AGM in Q3 2024 and held it in 1 quarter. The position peaked at $8.25K in Q3 2024. 245 funds tracked by Wall St. Rank hold AGM as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Federal Agricultural Mortgage position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 44 Federal Agricultural Mortgage shares in Q4 2024, an estimated $8.25K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Federal Agricultural Mortgage in Q3 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Federal Agricultural Mortgage position peaked at $8.25K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.