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Harbor Investment Advisory’s Federal Agricultural Mortgage AGM Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-10
Closed -$1.97K – 1305
2024
Q1 		$1.97K Buy
+10
New +$1.86K ﹤0.01% 1118
2020
Q1 		– Sell
-2
Closed – – 1015
2019
Q4 		$0 Buy
+2
New +$166 ﹤0.01% 847

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Harbor Investment Advisory's AGM Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Federal Agricultural Mortgage (AGM) in Q2 2024, closing a stake of 10 shares — an estimated $1.97K sold.

Harbor Investment Advisory first reported a position in AGM in Q4 2019 and held it in 2 quarters. The position peaked at $1.97K in Q1 2024. 223 funds tracked by Wall St. Rank hold AGM as of Q2 2024.

  • Harbor Investment Advisory reported no remaining Federal Agricultural Mortgage position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 10 Federal Agricultural Mortgage shares in Q2 2024, an estimated $1.97K.
  • Harbor Investment Advisory first reported a position in Federal Agricultural Mortgage in Q4 2019 and held it in 2 quarters.
  • Harbor Investment Advisory's Federal Agricultural Mortgage position peaked at $1.97K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.