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Crewe Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Crewe Advisors’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
Q2 		– Sell
-169
Closed -$22.5K – 872
2023
Q1 		$22.5K Hold
169
– – ﹤0.01% 410
2022
Q4 		$19K Hold
169
– – ﹤0.01% 432
2022
Q3 		$17K Hold
169
– – ﹤0.01% 497
2022
Q2 		$17K Buy
+169
New +$17.4K ﹤0.01% 457

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Crewe Advisors's AGM Position: Q2 2023 in Review

Crewe Advisors sold out of Federal Agricultural Mortgage (AGM) in Q2 2023, closing a stake of 169 shares — an estimated $22.5K sold.

Crewe Advisors first reported a position in AGM in Q2 2022 and held it in 4 quarters. The position peaked at $22.5K in Q1 2023. 193 funds tracked by Wall St. Rank hold AGM as of Q2 2023.

  • Crewe Advisors reported no remaining Federal Agricultural Mortgage position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 169 Federal Agricultural Mortgage shares in Q2 2023, an estimated $22.5K.
  • Crewe Advisors first reported a position in Federal Agricultural Mortgage in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Federal Agricultural Mortgage position peaked at $22.5K in Q1 2023.
  • 193 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.