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Capital Performance Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Capital Performance Advisors’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
-6
Closed -$1.12K – 233
2024
Q3 		$1.12K Buy
+6
New +$1.15K ﹤0.01% 1850

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Performance Advisors's AGM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Federal Agricultural Mortgage (AGM) in Q4 2024, closing a stake of 6 shares — an estimated $1.12K sold.

Capital Performance Advisors first reported a position in AGM in Q3 2024 and held it in 1 quarter. The position peaked at $1.12K in Q3 2024. 245 funds tracked by Wall St. Rank hold AGM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Federal Agricultural Mortgage position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 6 Federal Agricultural Mortgage shares in Q4 2024, an estimated $1.12K.
  • Capital Performance Advisors first reported a position in Federal Agricultural Mortgage in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Federal Agricultural Mortgage position peaked at $1.12K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.