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Centric Wealth Management’s AGCO AGCO Stock Holding History

Centric 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
2023
Q3 		– Sell
-20,371
Closed -$2.69M – 121
2023
Q2 		$2.69M Buy
20,371
+849
+4% +$105K 1.07% 21
2023
Q1 		$2.64M Buy
+19,522
New +$2.64M 1.15% 19

Other funds holding AGCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centric Wealth Management's AGCO Position: Q3 2023 in Review

Centric Wealth Management sold out of AGCO (AGCO) in Q3 2023, closing a stake of 20,371 shares — an estimated $2.69M sold.

Centric Wealth Management first reported a position in AGCO in Q1 2023 and held it in 2 quarters. The position peaked at $2.69M in Q2 2023. 493 funds tracked by Wall St. Rank hold AGCO as of Q3 2023.

  • Centric Wealth Management reported no remaining AGCO position as of Q3 2023 after selling out during the quarter.
  • Centric Wealth Management sold 20,371 AGCO shares in Q3 2023, an estimated $2.69M.
  • Centric Wealth Management first reported a position in AGCO in Q1 2023 and held it in 2 quarters.
  • Centric Wealth Management's AGCO position peaked at $2.69M in Q2 2023.
  • 493 funds tracked by Wall St. Rank held AGCO as of Q3 2023.

Based on Centric Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.