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Coppell Advisory Solutions Corp’s Federal Agricultural Mortgage AGM Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-1,135
Closed -$38.2K – 224
2022
Q4 		$38.2K Buy
+1,135
New +$131K 0.01% 405

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CCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coppell Advisory Solutions Corp's AGM Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Federal Agricultural Mortgage (AGM) in Q1 2023, closing a stake of 1,135 shares — an estimated $38.2K sold.

Coppell Advisory Solutions Corp first reported a position in AGM in Q4 2022 and held it in 1 quarter. The position peaked at $38.2K in Q4 2022. 183 funds tracked by Wall St. Rank hold AGM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Federal Agricultural Mortgage position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,135 Federal Agricultural Mortgage shares in Q1 2023, an estimated $38.2K.
  • Coppell Advisory Solutions Corp first reported a position in Federal Agricultural Mortgage in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Federal Agricultural Mortgage position peaked at $38.2K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.