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Raymond James Trust’s Federal Agricultural Mortgage AGM Stock Holding History

Raymond James Trust’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
2024
Q2 		– Sell
-1,078
Closed -$212K – 1256
2024
Q1 		$212K Sell
1,078
-58
-5% -$10.8K 0.01% 1164
2023
Q4 		$217K Buy
+1,136
New +$185K 0.01% 1101

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Trust's AGM Position: Q2 2024 in Review

Raymond James Trust sold out of Federal Agricultural Mortgage (AGM) in Q2 2024, closing a stake of 1,078 shares — an estimated $212K sold.

Raymond James Trust first reported a position in AGM in Q4 2023 and held it in 2 quarters. The position peaked at $217K in Q4 2023. 222 funds tracked by Wall St. Rank hold AGM as of Q2 2024.

  • Raymond James Trust reported no remaining Federal Agricultural Mortgage position as of Q2 2024 after selling out during the quarter.
  • Raymond James Trust sold 1,078 Federal Agricultural Mortgage shares in Q2 2024, an estimated $212K.
  • Raymond James Trust first reported a position in Federal Agricultural Mortgage in Q4 2023 and held it in 2 quarters.
  • Raymond James Trust's Federal Agricultural Mortgage position peaked at $217K in Q4 2023.
  • 222 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2024.

Based on Raymond James Trust's 13F filing for Q2 2024, filed 25 Jul 2024.