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Castle Rock Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

Castle Rock Wealth 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
2021
Q1 		– Sell
-7,471
Closed -$594K – 244
2020
Q4 		$594K Buy
7,471
+653
+10% +$45.4K 0.25% 130
2020
Q3 		$467K Buy
6,818
+435
+7% +$28.1K 0.31% 112
2020
Q2 		$384K Buy
+6,383
New +$396K 0.23% 135

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Castle Rock Wealth Management's AGM Position: Q1 2021 in Review

Castle Rock Wealth Management sold out of Federal Agricultural Mortgage (AGM) in Q1 2021, closing a stake of 7,471 shares — an estimated $594K sold.

Castle Rock Wealth Management first reported a position in AGM in Q2 2020 and held it in 3 quarters. The position peaked at $594K in Q4 2020. 144 funds tracked by Wall St. Rank hold AGM as of Q1 2021.

  • Castle Rock Wealth Management reported no remaining Federal Agricultural Mortgage position as of Q1 2021 after selling out during the quarter.
  • Castle Rock Wealth Management sold 7,471 Federal Agricultural Mortgage shares in Q1 2021, an estimated $594K.
  • Castle Rock Wealth Management first reported a position in Federal Agricultural Mortgage in Q2 2020 and held it in 3 quarters.
  • Castle Rock Wealth Management's Federal Agricultural Mortgage position peaked at $594K in Q4 2020.
  • 144 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2021.

Based on Castle Rock Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.