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Bourgeon Capital Management’s Federal Agricultural Mortgage AGM Stock Holding History

Bourgeon Capital 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
2022
Q4 		– Sell
-5
Closed – – 378
2022
Q3 		$0 Buy
+5
New +$530 ﹤0.01% 370

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Principal Financial Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bourgeon Capital Management's AGM Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Federal Agricultural Mortgage (AGM) in Q4 2022, closing a stake of 5 shares.

Bourgeon Capital Management first reported a position in AGM in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 182 funds tracked by Wall St. Rank hold AGM as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Federal Agricultural Mortgage position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 5 Federal Agricultural Mortgage shares in Q4 2022.
  • Bourgeon Capital Management first reported a position in Federal Agricultural Mortgage in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Federal Agricultural Mortgage position peaked at $0 in Q3 2022.
  • 182 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.