Nations Financial Group’s Federal Agricultural Mortgage AGM Stock Holding History

Nations Financial Group’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
2023 Q3	–	Sell	-3,051	Closed	-$439K	–	616
2023 Q2	$439K	Sell	3,051 -61	-2%	-$8.37K	0.04%	412
2023 Q1	$414K	Sell	3,112 -87	-3%	-$11.4K	0.04%	405
2022 Q4	$361K	Sell	3,199 -20	-0.6%	-$2.3K	0.04%	428
2022 Q3	$319K	Sell	3,219 -176	-5%	-$18.7K	0.05%	387
2022 Q2	$332K	Sell	3,395 -33	-1%	-$3.39K	0.04%	389
2022 Q1	$372K	Sell	3,428 -10	-0.3%	-$1.22K	0.04%	373
2021 Q4	$426K	Sell	3,438 -10	-0.3%	-$1.23K	0.06%	317
2021 Q3	$374K	Sell	3,448 -65	-2%	-$6.44K	0.06%	314
2021 Q2	$347K	Buy	+3,513	New	+$356K	0.06%	306

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Nations Financial Group's AGM Position: Q3 2023 in Review

Nations Financial Group sold out of Federal Agricultural Mortgage (AGM) in Q3 2023, closing a stake of 3,051 shares — an estimated $439K sold.

Nations Financial Group first reported a position in AGM in Q2 2021 and held it in 9 quarters. The position peaked at $439K in Q2 2023. 199 funds tracked by Wall St. Rank hold AGM as of Q3 2023.

Nations Financial Group reported no remaining Federal Agricultural Mortgage position as of Q3 2023 after selling out during the quarter.
Nations Financial Group sold 3,051 Federal Agricultural Mortgage shares in Q3 2023, an estimated $439K.
Nations Financial Group first reported a position in Federal Agricultural Mortgage in Q2 2021 and held it in 9 quarters.
Nations Financial Group's Federal Agricultural Mortgage position peaked at $439K in Q2 2023.
199 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2023.

Based on Nations Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.