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Gilliland Jeter Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

Gilliland Jeter Wealth Management’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
2024
Q4 		– Sell
-18
Closed -$3.37K – 184
2024
Q3 		$3.37K Hold
18
– – ﹤0.01% 566
2024
Q2 		$3.25K Hold
18
– – ﹤0.01% 559
2024
Q1 		$3.54K Buy
+18
New +$3.35K ﹤0.01% 521

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Gilliland Jeter Wealth Management's AGM Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Federal Agricultural Mortgage (AGM) in Q4 2024, closing a stake of 18 shares — an estimated $3.37K sold.

Gilliland Jeter Wealth Management first reported a position in AGM in Q1 2024 and held it in 3 quarters. The position peaked at $3.54K in Q1 2024. 245 funds tracked by Wall St. Rank hold AGM as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Federal Agricultural Mortgage position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 18 Federal Agricultural Mortgage shares in Q4 2024, an estimated $3.37K.
  • Gilliland Jeter Wealth Management first reported a position in Federal Agricultural Mortgage in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Federal Agricultural Mortgage position peaked at $3.54K in Q1 2024.
  • 245 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.