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Paces Ferry Wealth Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-5
Closed – – 136
2020
Q3 		$0 Buy
+5
New +$323 ﹤0.01% 1078

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LSV Asset Management
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Principal Financial Group
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CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return

Paces Ferry Wealth Advisors's AGM Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Federal Agricultural Mortgage (AGM) in Q4 2020, closing a stake of 5 shares.

Paces Ferry Wealth Advisors first reported a position in AGM in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 132 funds tracked by Wall St. Rank hold AGM as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Federal Agricultural Mortgage position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 5 Federal Agricultural Mortgage shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Federal Agricultural Mortgage in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Federal Agricultural Mortgage position peaked at $0 in Q3 2020.
  • 132 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.