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JP Morgan Private Wealth Advisors’s AGCO AGCO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AGCO Stock Details AGCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$284K Sell
2,399
-1,481
-38% -$188K ﹤0.01% 1504
2023
Q2 		$510K Sell
3,880
-5,872
-60% -$728K ﹤0.01% 1018
2023
Q1 		$1.32M Sell
9,752
-538
-5% -$72.8K ﹤0.01% 1039
2022
Q4 		$1.43M Buy
10,290
+1,975
+24% +$244K ﹤0.01% 976
2022
Q3 		$800K Sell
8,315
-647
-7% -$67.3K ﹤0.01% 1241
2022
Q2 		$885K Buy
8,962
+7,516
+520% +$936K ﹤0.01% 1199
2022
Q1 		$211K Buy
+1,446
New +$183K ﹤0.01% 1891
2017
Q1 		– Sell
-5,276
Closed -$305K – 1329
2016
Q4 		$305K Hold
5,276
– – ﹤0.01% 984
2016
Q3 		$260K Hold
5,276
– – ﹤0.01% 1044
2016
Q2 		$249K Sell
5,276
-11,265
-68% -$578K ﹤0.01% 1059
2016
Q1 		$822K Buy
16,541
+7,041
+74% +$339K 0.01% 604
2015
Q4 		$431K Hold
9,500
– – ﹤0.01% 740
2015
Q3 		$443K Sell
9,500
-38,250
-80% -$1.96M 0.01% 657
2015
Q2 		$2.71M Buy
47,750
+7,148
+18% +$363K 0.03% 314
2015
Q1 		$1.93M Buy
40,602
+12,038
+42% +$564K 0.02% 386
2014
Q4 		$1.29M Sell
28,564
-9,239
-24% -$409K 0.02% 467
2014
Q3 		$1.72M Buy
37,803
+189
+0.5% +$9.37K 0.02% 401
2014
Q2 		$2.11M Buy
37,614
+30,489
+428% +$1.68M 0.04% 285
2014
Q1 		$393K Buy
+7,125
New +$381K 0.01% 644

Other funds holding AGCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AGCO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its AGCO (AGCO) stake by 38% in Q3 2023, selling an estimated $188K and leaving 2,399 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

JP Morgan Private Wealth Advisors first reported a position in AGCO in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.71M in Q2 2015. 495 funds tracked by Wall St. Rank hold AGCO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,399 shares of AGCO worth $284K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,481 AGCO shares in Q3 2023, an estimated $188K.
  • AGCO made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1504 holding.
  • JP Morgan Private Wealth Advisors first reported a position in AGCO in Q1 2014 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's AGCO position peaked at $2.71M in Q2 2015.
  • 495 funds tracked by Wall St. Rank held AGCO as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.