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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return