Carolinas Wealth Consulting’s Federal Agricultural Mortgage AGM Stock Holding History

Carolinas Wealth Consulting’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 Q1	–	Sell	-14	Closed	-$2K	–	908
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	803
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	770
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	838
2021 Q1	$1K	Buy	+14	New	+$1.21K	﹤0.01%	845

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Carolinas Wealth Consulting's AGM Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Federal Agricultural Mortgage (AGM) in Q1 2022, closing a stake of 14 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in AGM in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 164 funds tracked by Wall St. Rank hold AGM as of Q1 2022.

Carolinas Wealth Consulting reported no remaining Federal Agricultural Mortgage position as of Q1 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 14 Federal Agricultural Mortgage shares in Q1 2022, an estimated $2K.
Carolinas Wealth Consulting first reported a position in Federal Agricultural Mortgage in Q1 2021 and held it in 4 quarters.
Carolinas Wealth Consulting's Federal Agricultural Mortgage position peaked at $2K in Q4 2021.
164 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.