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

Next 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
2021 Q4	$29K	Sell	235 -4	-2%	-$492	﹤0.01%	1726
2021 Q3	$26K	Buy	239 +9	+4%	+$892	﹤0.01%	1688
2021 Q2	$23K	Sell	230 -60	-21%	-$6.08K	﹤0.01%	1686
2021 Q1	$29K	Buy	290 +2	+0.7%	+$173	﹤0.01%	1496
2020 Q4	$21K	Sell	288 -5	-2%	-$348	﹤0.01%	1519
2020 Q3	$19K	Buy	+293	New	+$18.9K	﹤0.01%	1416
2020 Q2	–	Sell	-289	Closed	-$16K	–	617
2020 Q1	$16K	Buy	289 +169	+141%	+$12K	﹤0.01%	1355
2019 Q4	$10K	Buy	120 +1	+0.8%	+$83	﹤0.01%	1755
2019 Q3	$10K	Buy	119 +1	+0.8%	+$79	﹤0.01%	1695
2019 Q2	$9K	Buy	+118	New	+$8.69K	﹤0.01%	1705
2019 Q1	–	Sell	-127	Closed	-$8K	–	1623
2018 Q4	$8K	Buy	+127	New	+$8.43K	﹤0.01%	1398
2017 Q3	–	Sell	-122	Closed	-$8K	–	1739
2017 Q2	$8K	Buy	+122	New	+$7.38K	﹤0.01%	1384

Other funds holding AGM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Next Financial Group's AGM Position: Q4 2021 in Review

Next Financial Group reduced its Federal Agricultural Mortgage (AGM) stake by 1.7% in Q4 2021, selling an estimated $492 and leaving 235 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Next Financial Group first reported a position in AGM in Q2 2017 and has held it in 12 quarters since. 171 funds tracked by Wall St. Rank hold AGM as of Q4 2021.

Next Financial Group held 235 shares of Federal Agricultural Mortgage worth $29K as of Q4 2021.
Next Financial Group sold 4 Federal Agricultural Mortgage shares in Q4 2021, an estimated $492.
Federal Agricultural Mortgage made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1726 holding.
Next Financial Group first reported a position in Federal Agricultural Mortgage in Q2 2017 and has held it in 12 quarters since.
171 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.