MWM
AGCO icon

MorganRosel Wealth Management’s AGCO AGCO Stock Holding History

MorganRosel Wealth Management’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
2020
Q1 		– Sell
-8,980
Closed -$694K – 67
2019
Q4 		$694K Sell
8,980
-302
-3% -$23.2K 0.53% 43
2019
Q3 		$703K Sell
9,282
-377
-4% -$27.7K 0.58% 40
2019
Q2 		$749K Buy
+9,659
New +$689K 0.62% 38

Other funds holding AGCO

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MorganRosel Wealth Management's AGCO Position: Q1 2020 in Review

MorganRosel Wealth Management sold out of AGCO (AGCO) in Q1 2020, closing a stake of 8,980 shares — an estimated $694K sold.

MorganRosel Wealth Management first reported a position in AGCO in Q2 2019 and held it in 3 quarters. The position peaked at $749K in Q2 2019. 308 funds tracked by Wall St. Rank hold AGCO as of Q1 2020.

  • MorganRosel Wealth Management reported no remaining AGCO position as of Q1 2020 after selling out during the quarter.
  • MorganRosel Wealth Management sold 8,980 AGCO shares in Q1 2020, an estimated $694K.
  • MorganRosel Wealth Management first reported a position in AGCO in Q2 2019 and held it in 3 quarters.
  • MorganRosel Wealth Management's AGCO position peaked at $749K in Q2 2019.
  • 308 funds tracked by Wall St. Rank held AGCO as of Q1 2020.

Based on MorganRosel Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.