TD Private Client Wealth’s Federal Agricultural Mortgage AGM Stock Holding History

TD Private Client Wealth’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
2022 Q4	–	Sell	-6	Closed	-$595	–	1211
2022 Q3	$595	Hold	6	–	–	﹤0.01%	1180
2022 Q2	$586	Hold	6	–	–	﹤0.01%	1197
2022 Q1	$651	Hold	6	–	–	﹤0.01%	1230
2021 Q4	$744	Hold	6	–	–	﹤0.01%	1089
2021 Q3	$651	Hold	6	–	–	﹤0.01%	1144
2021 Q2	$593	Buy	+6	New	+$608	﹤0.01%	1164

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

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

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

RHJA

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

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

TD Private Client Wealth's AGM Position: Q4 2022 in Review

TD Private Client Wealth sold out of Federal Agricultural Mortgage (AGM) in Q4 2022, closing a stake of 6 shares — an estimated $595 sold.

TD Private Client Wealth first reported a position in AGM in Q2 2021 and held it in 6 quarters. The position peaked at $744 in Q4 2021. 182 funds tracked by Wall St. Rank hold AGM as of Q4 2022.

TD Private Client Wealth reported no remaining Federal Agricultural Mortgage position as of Q4 2022 after selling out during the quarter.
TD Private Client Wealth sold 6 Federal Agricultural Mortgage shares in Q4 2022, an estimated $595.
TD Private Client Wealth first reported a position in Federal Agricultural Mortgage in Q2 2021 and held it in 6 quarters.
TD Private Client Wealth's Federal Agricultural Mortgage position peaked at $744 in Q4 2021.
182 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2022.

Based on TD Private Client Wealth's 13F filing for Q4 2022, filed 16 Aug 2024.