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Beacon Harbor Wealth Advisors’s AGCO AGCO Stock Holding History

Beacon Harbor 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
Q2 		– Sell
-32,100
Closed -$4.34M – 68
2023
Q1 		$4.34M Buy
+32,100
New +$4.34M 1.52% 34

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Beacon Harbor Wealth Advisors's AGCO Position: Q2 2023 in Review

Beacon Harbor Wealth Advisors sold out of AGCO (AGCO) in Q2 2023, closing a stake of 32,100 shares — an estimated $4.34M sold.

Beacon Harbor Wealth Advisors first reported a position in AGCO in Q1 2023 and held it in 1 quarter. The position peaked at $4.34M in Q1 2023. 491 funds tracked by Wall St. Rank hold AGCO as of Q2 2023.

  • Beacon Harbor Wealth Advisors reported no remaining AGCO position as of Q2 2023 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 32,100 AGCO shares in Q2 2023, an estimated $4.34M.
  • Beacon Harbor Wealth Advisors first reported a position in AGCO in Q1 2023 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's AGCO position peaked at $4.34M in Q1 2023.
  • 491 funds tracked by Wall St. Rank held AGCO as of Q2 2023.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.