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

IBEX 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
2024
Q3 		– Sell
-1,153
Closed -$209K – 74
2024
Q2 		$209K Buy
+1,153
New +$208K 0.03% 131

Other funds holding AGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IBEX Wealth Advisors's AGM Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Federal Agricultural Mortgage (AGM) in Q3 2024, closing a stake of 1,153 shares — an estimated $209K sold.

IBEX Wealth Advisors first reported a position in AGM in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 238 funds tracked by Wall St. Rank hold AGM as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Federal Agricultural Mortgage position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,153 Federal Agricultural Mortgage shares in Q3 2024, an estimated $209K.
  • IBEX Wealth Advisors first reported a position in Federal Agricultural Mortgage in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's Federal Agricultural Mortgage position peaked at $209K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.