TCI Wealth Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

TCI 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
2023 Q2	–	Sell	-19	Closed	-$2.53K	–	253
2023 Q1	$2.53K	Hold	19	–	–	﹤0.01%	1909
2022 Q4	$2.14K	Hold	19	–	–	﹤0.01%	1960
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	1893
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	1958
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	1946
2021 Q4	$2K	Hold	19	–	–	﹤0.01%	2064
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	2087
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	1937
2021 Q1	$2K	Hold	19	–	–	﹤0.01%	1644
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	1318
2020 Q3	$1K	Hold	19	–	–	﹤0.01%	1244
2020 Q2	$1K	Hold	19	–	–	﹤0.01%	1190
2020 Q1	$1K	Hold	19	–	–	﹤0.01%	1170
2019 Q4	$2K	Hold	19	–	–	﹤0.01%	1088
2019 Q3	$2K	Hold	19	–	–	﹤0.01%	1023
2019 Q2	$1K	Hold	19	–	–	﹤0.01%	1126
2019 Q1	$1K	Hold	19	–	–	﹤0.01%	1138
2018 Q4	$1K	Hold	19	–	–	﹤0.01%	1129
2018 Q3	$1K	Hold	19	–	–	﹤0.01%	1146
2018 Q2	$2K	Hold	19	–	–	﹤0.01%	1019
2018 Q1	$2K	Hold	19	–	–	﹤0.01%	926
2017 Q4	$1K	Hold	19	–	–	﹤0.01%	1125
2017 Q3	$1K	Hold	19	–	–	﹤0.01%	1052
2017 Q2	$1K	Hold	19	–	–	﹤0.01%	1080
2017 Q1	$1K	Hold	19	–	–	﹤0.01%	1030
2016 Q4	$1K	Buy	+19	New	+$925	﹤0.01%	1110

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

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

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

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

CCM

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's AGM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Federal Agricultural Mortgage (AGM) in Q2 2023, closing a stake of 19 shares — an estimated $2.53K sold.

TCI Wealth Advisors first reported a position in AGM in Q4 2016 and held it in 26 quarters. The position peaked at $2.53K in Q1 2023. 193 funds tracked by Wall St. Rank hold AGM as of Q2 2023.

TCI Wealth Advisors reported no remaining Federal Agricultural Mortgage position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 19 Federal Agricultural Mortgage shares in Q2 2023, an estimated $2.53K.
TCI Wealth Advisors first reported a position in Federal Agricultural Mortgage in Q4 2016 and held it in 26 quarters.
TCI Wealth Advisors's Federal Agricultural Mortgage position peaked at $2.53K in Q1 2023.
193 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.