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CAM
Cresset Asset Management’s
Federal Agricultural Mortgage
AGM
Stock Holding History
Cresset Asset 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
2024
Q4
–
Sell
-2,379
Closed
-$446K
–
1760
2024
Q3
$446K
Buy
2,379
+26
+1%
+$4.96K
﹤0.01%
1589
2024
Q2
$425K
Buy
2,353
+14
+0.6%
+$2.53K
﹤0.01%
1523
2024
Q1
$461K
Sell
2,339
-300
-11%
-$55.8K
﹤0.01%
1372
2023
Q4
$505K
Buy
2,639
+108
+4%
+$17.6K
﹤0.01%
1232
2023
Q3
$390K
Sell
2,531
-296
-10%
-$47.9K
﹤0.01%
1309
2023
Q2
$406K
Buy
+2,827
New
+$388K
﹤0.01%
1379
2021
Q4
–
Sell
-2,692
Closed
-$292K
–
1126
2021
Q3
$292K
Sell
2,692
-83
-3%
-$8.23K
﹤0.01%
860
2021
Q2
$275K
Sell
2,775
-191
-6%
-$19.4K
﹤0.01%
815
2021
Q1
$299K
Buy
2,966
+14
+0.5%
+$1.21K
﹤0.01%
677
2020
Q4
$219K
Buy
+2,952
New
+$205K
﹤0.01%
677
2020
Q1
–
Sell
-2,620
Closed
-$219K
–
593
2019
Q4
$219K
Buy
2,620
+22
+0.8%
+$1.83K
0.01%
535
2019
Q3
$212K
Buy
+2,598
New
+$204K
0.01%
491
2019
Q2
–
Sell
-758
Closed
-$55K
–
500
2019
Q1
$55K
Buy
758
+230
+44%
+$16.8K
﹤0.01%
746
2018
Q4
$32K
Buy
+528
New
+$35K
﹤0.01%
606
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$187B AUM
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1-Year Est. Return
CCM
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$4.5B AUM
18.67%
1-Year Est. Return
CAPTRUST Financial Advisors
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$57.2B AUM
18.32%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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