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Evoke Wealth’s Federal Agricultural Mortgage AGM Stock Holding History

Evoke Wealth’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
2019
Q4 		– Sell
-95
Closed -$7.76K – 1258
2019
Q3 		$7.76K Buy
+95
New +$7.46K ﹤0.01% 885

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $4.87B AUM 31.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evoke Wealth's AGM Position: Q4 2019 in Review

Evoke Wealth sold out of Federal Agricultural Mortgage (AGM) in Q4 2019, closing a stake of 95 shares — an estimated $7.76K sold.

Evoke Wealth first reported a position in AGM in Q3 2019 and held it in 1 quarter. The position peaked at $7.76K in Q3 2019. 143 funds tracked by Wall St. Rank hold AGM as of Q4 2019.

  • Evoke Wealth reported no remaining Federal Agricultural Mortgage position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 95 Federal Agricultural Mortgage shares in Q4 2019, an estimated $7.76K.
  • Evoke Wealth first reported a position in Federal Agricultural Mortgage in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's Federal Agricultural Mortgage position peaked at $7.76K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.