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SYSTM Wealth Solutions’s Federal Agricultural Mortgage AGM Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-73
Closed -$13.2K – 102
2024
Q2 		$13.2K Hold
73
– – ﹤0.01% 435
2024
Q1 		$14.4K Hold
73
– – ﹤0.01% 741
2023
Q4 		$14K Buy
+73
New +$11.9K ﹤0.01% 786

Other funds holding AGM

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

SYSTM Wealth Solutions's AGM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Federal Agricultural Mortgage (AGM) in Q3 2024, closing a stake of 73 shares — an estimated $13.2K sold.

SYSTM Wealth Solutions first reported a position in AGM in Q4 2023 and held it in 3 quarters. The position peaked at $14.4K in Q1 2024. 238 funds tracked by Wall St. Rank hold AGM as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Federal Agricultural Mortgage position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 73 Federal Agricultural Mortgage shares in Q3 2024, an estimated $13.2K.
  • SYSTM Wealth Solutions first reported a position in Federal Agricultural Mortgage in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Federal Agricultural Mortgage position peaked at $14.4K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.