Sound Income Strategies’s Federal Agricultural Mortgage AGM Stock Holding History

Sound Income Strategies’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 Q1	–	Sell	-2	Closed	–	–	963
2020 Q4	$0	Hold	2	–	–	﹤0.01%	867
2020 Q3	$0	Hold	2	–	–	﹤0.01%	832
2020 Q2	$0	Hold	2	–	–	﹤0.01%	772
2020 Q1	$0	Hold	2	–	–	﹤0.01%	747
2019 Q4	$0	Hold	2	–	–	﹤0.01%	693
2019 Q3	$0	Hold	2	–	–	﹤0.01%	659
2019 Q2	$0	Hold	2	–	–	﹤0.01%	660
2019 Q1	$0	Hold	2	–	–	﹤0.01%	666
2018 Q4	$0	Hold	2	–	–	﹤0.01%	667
2018 Q3	$0	Hold	2	–	–	﹤0.01%	685
2018 Q2	$0	Hold	2	–	–	﹤0.01%	612
2018 Q1	$0	Hold	2	–	–	﹤0.01%	587
2017 Q4	$0	Buy	+2	New	+$148	﹤0.01%	506

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

RHJA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound Income Strategies's AGM Position: Q1 2021 in Review

Sound Income Strategies sold out of Federal Agricultural Mortgage (AGM) in Q1 2021, closing a stake of 2 shares.

Sound Income Strategies first reported a position in AGM in Q4 2017 and held it in 13 quarters. The position peaked at $0 in Q4 2020. 144 funds tracked by Wall St. Rank hold AGM as of Q1 2021.

Sound Income Strategies reported no remaining Federal Agricultural Mortgage position as of Q1 2021 after selling out during the quarter.
Sound Income Strategies sold 2 Federal Agricultural Mortgage shares in Q1 2021.
Sound Income Strategies first reported a position in Federal Agricultural Mortgage in Q4 2017 and held it in 13 quarters.
Sound Income Strategies's Federal Agricultural Mortgage position peaked at $0 in Q4 2020.
144 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2021.

Based on Sound Income Strategies's 13F filing for Q1 2021, filed 14 Apr 2021.