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International Assets Investment Management’s Federal Agricultural Mortgage AGM Stock Holding History

International Assets Investment 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
-500
Closed -$93.7K – 853
2024
Q3 		$93.7K Buy
+500
New +$95.5K 0.01% 847
2021
Q2 		– Sell
-1,304
Closed -$97K – 532
2021
Q1 		$97K Hold
1,304
– – 0.01% 720
2020
Q4 		$97K Buy
+1,304
New +$90.7K 0.02% 603

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 $4.87B 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 $3.38T AUM 44.17% 1-Year Est. Return

International Assets Investment Management's AGM Position: Q4 2024 in Review

International Assets Investment Management sold out of Federal Agricultural Mortgage (AGM) in Q4 2024, closing a stake of 500 shares — an estimated $93.7K sold.

International Assets Investment Management first reported a position in AGM in Q4 2020 and held it in 3 quarters. The position peaked at $97K in Q1 2021. 245 funds tracked by Wall St. Rank hold AGM as of Q4 2024.

  • International Assets Investment Management reported no remaining Federal Agricultural Mortgage position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 500 Federal Agricultural Mortgage shares in Q4 2024, an estimated $93.7K.
  • International Assets Investment Management first reported a position in Federal Agricultural Mortgage in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Federal Agricultural Mortgage position peaked at $97K in Q1 2021.
  • 245 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.