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Capital Advisors Wealth Management’s AGCO AGCO Stock Holding History

Capital Advisors Wealth Management’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
2024
Q4 		– Sell
-4,343
Closed -$425K – 174
2024
Q3 		$425K Sell
4,343
-1,380
-24% -$129K 0.08% 103
2024
Q2 		$560K Buy
5,723
+1,428
+33% +$159K 0.11% 80
2024
Q1 		$528K Buy
4,295
+1,126
+36% +$131K 0.11% 83
2023
Q4 		$385K Buy
+3,169
New +$371K 0.09% 92

Other funds holding AGCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Advisors Wealth Management's AGCO Position: Q4 2024 in Review

Capital Advisors Wealth Management sold out of AGCO (AGCO) in Q4 2024, closing a stake of 4,343 shares — an estimated $425K sold.

Capital Advisors Wealth Management first reported a position in AGCO in Q4 2023 and held it in 4 quarters. The position peaked at $560K in Q2 2024. 429 funds tracked by Wall St. Rank hold AGCO as of Q4 2024.

  • Capital Advisors Wealth Management reported no remaining AGCO position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 4,343 AGCO shares in Q4 2024, an estimated $425K.
  • Capital Advisors Wealth Management first reported a position in AGCO in Q4 2023 and held it in 4 quarters.
  • Capital Advisors Wealth Management's AGCO position peaked at $560K in Q2 2024.
  • 429 funds tracked by Wall St. Rank held AGCO as of Q4 2024.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.