Sowell Financial Services’s Federal Agricultural Mortgage AGM Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-9,651	Closed	-$1.08M	–	564
2021 Q1	$1.08M	Buy	9,651 +143	+2%	+$12.3K	0.04%	396
2020 Q4	$706K	Buy	9,508 +9,462	+20,570%	+$658K	0.03%	423
2020 Q3	$3K	Hold	46	–	–	﹤0.01%	2101
2020 Q2	$3K	Hold	46	–	–	﹤0.01%	2019
2020 Q1	$3K	Sell	46 -4	-8%	-$285	﹤0.01%	1955
2019 Q4	$4K	Buy	50 +4	+9%	+$333	﹤0.01%	1942
2019 Q3	$4K	Buy	+46	New	+$3.61K	﹤0.01%	1805

Other funds holding AGM

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

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

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Sowell Financial Services's AGM Position: Q2 2021 in Review

Sowell Financial Services sold out of Federal Agricultural Mortgage (AGM) in Q2 2021, closing a stake of 9,651 shares — an estimated $1.08M sold.

Sowell Financial Services first reported a position in AGM in Q3 2019 and held it in 7 quarters. The position peaked at $1.08M in Q1 2021. 139 funds tracked by Wall St. Rank hold AGM as of Q2 2021.

Sowell Financial Services reported no remaining Federal Agricultural Mortgage position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 9,651 Federal Agricultural Mortgage shares in Q2 2021, an estimated $1.08M.
Sowell Financial Services first reported a position in Federal Agricultural Mortgage in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Federal Agricultural Mortgage position peaked at $1.08M in Q1 2021.
139 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.