Legacy Financial Group (Iowa)
AGCO icon

Legacy Financial Group (Iowa)’s AGCO AGCO Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-226
Closed -$26.8K – 38
2023
Q3 		$26.8K Buy
+226
New +$28.7K 0.01% 240

Other funds holding AGCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Financial Group (Iowa)'s AGCO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of AGCO (AGCO) in Q4 2023, closing a stake of 226 shares — an estimated $26.8K sold.

Legacy Financial Group (Iowa) first reported a position in AGCO in Q3 2023 and held it in 1 quarter. The position peaked at $26.8K in Q3 2023. 548 funds tracked by Wall St. Rank hold AGCO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining AGCO position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 226 AGCO shares in Q4 2023, an estimated $26.8K.
  • Legacy Financial Group (Iowa) first reported a position in AGCO in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s AGCO position peaked at $26.8K in Q3 2023.
  • 548 funds tracked by Wall St. Rank held AGCO as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.