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Delos Wealth Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Delos Wealth 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
2022
Q1 		– Sell
-41
Closed -$5K – 250
2021
Q4 		$5K Buy
+41
New +$5.04K ﹤0.01% 290

Other funds holding AGM

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Delos Wealth Advisors's AGM Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Federal Agricultural Mortgage (AGM) in Q1 2022, closing a stake of 41 shares — an estimated $5K sold.

Delos Wealth Advisors first reported a position in AGM in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 164 funds tracked by Wall St. Rank hold AGM as of Q1 2022.

  • Delos Wealth Advisors reported no remaining Federal Agricultural Mortgage position as of Q1 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 41 Federal Agricultural Mortgage shares in Q1 2022, an estimated $5K.
  • Delos Wealth Advisors first reported a position in Federal Agricultural Mortgage in Q4 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's Federal Agricultural Mortgage position peaked at $5K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.