CWP
AGM icon

Cyndeo Wealth Partners’s Federal Agricultural Mortgage AGM Stock Holding History

Cyndeo Wealth Partners’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
Q3 		– Sell
-4,080
Closed -$586K – 341
2023
Q2 		$586K Hold
4,080
– – 0.06% 202
2023
Q1 		$543K Hold
4,080
– – 0.06% 214
2022
Q4 		$460K Buy
+4,080
New +$469K 0.05% 225

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cyndeo Wealth Partners's AGM Position: Q3 2023 in Review

Cyndeo Wealth Partners sold out of Federal Agricultural Mortgage (AGM) in Q3 2023, closing a stake of 4,080 shares — an estimated $586K sold.

Cyndeo Wealth Partners first reported a position in AGM in Q4 2022 and held it in 3 quarters. The position peaked at $586K in Q2 2023. 199 funds tracked by Wall St. Rank hold AGM as of Q3 2023.

  • Cyndeo Wealth Partners reported no remaining Federal Agricultural Mortgage position as of Q3 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 4,080 Federal Agricultural Mortgage shares in Q3 2023, an estimated $586K.
  • Cyndeo Wealth Partners first reported a position in Federal Agricultural Mortgage in Q4 2022 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Federal Agricultural Mortgage position peaked at $586K in Q2 2023.
  • 199 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.