FourThought Financial’s Federal Agricultural Mortgage AGM Stock Holding History

FourThought Financial’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 Q3	$8K	Buy	80 +45	+129%	+$4.77K	﹤0.01%	1071
2022 Q2	$3K	Hold	35	–	–	﹤0.01%	1240
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	1213
2021 Q4	$4K	Sell	35 -45	-56%	-$5.54K	﹤0.01%	1243
2021 Q3	$8K	Hold	80	–	–	﹤0.01%	1131
2021 Q2	$7K	Hold	80	–	–	﹤0.01%	1151
2021 Q1	$8K	Sell	80 -11	-12%	-$950	﹤0.01%	1094
2020 Q4	$6K	Buy	+91	New	+$6.33K	﹤0.01%	1102

Other funds holding AGM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FourThought Financial's AGM Position: Q3 2022 in Review

FourThought Financial increased its Federal Agricultural Mortgage (AGM) stake by 129% in Q3 2022, buying an estimated $4.77K and bringing the position to 80 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

FourThought Financial first reported a position in AGM in Q4 2020 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold AGM as of Q3 2022.

FourThought Financial held 80 shares of Federal Agricultural Mortgage worth $8K as of Q3 2022.
FourThought Financial bought 45 Federal Agricultural Mortgage shares in Q3 2022, an estimated $4.77K.
Federal Agricultural Mortgage made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1071 holding.
FourThought Financial first reported a position in Federal Agricultural Mortgage in Q4 2020 and has held it in 8 quarters since.
166 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.