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TrinityPoint Wealth’s AGCO AGCO Stock Holding History

TrinityPoint Wealth’s Portfolio AGCO Stock Details AGCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,694
Closed -$235K – 276
2022
Q4 		$235K Sell
1,694
-487
-22% -$60.1K 0.05% 242
2022
Q3 		$210K Sell
2,181
-11,753
-84% -$1.22M 0.05% 255
2022
Q2 		$1.38M Buy
+13,934
New +$1.74M 0.3% 79

Other funds holding AGCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

TrinityPoint Wealth's AGCO Position: Q1 2023 in Review

TrinityPoint Wealth sold out of AGCO (AGCO) in Q1 2023, closing a stake of 1,694 shares — an estimated $235K sold.

TrinityPoint Wealth first reported a position in AGCO in Q2 2022 and held it in 3 quarters. The position peaked at $1.38M in Q2 2022. 468 funds tracked by Wall St. Rank hold AGCO as of Q1 2023.

  • TrinityPoint Wealth reported no remaining AGCO position as of Q1 2023 after selling out during the quarter.
  • TrinityPoint Wealth sold 1,694 AGCO shares in Q1 2023, an estimated $235K.
  • TrinityPoint Wealth first reported a position in AGCO in Q2 2022 and held it in 3 quarters.
  • TrinityPoint Wealth's AGCO position peaked at $1.38M in Q2 2022.
  • 468 funds tracked by Wall St. Rank held AGCO as of Q1 2023.

Based on TrinityPoint Wealth's 13F filing for Q1 2023, filed 4 May 2023.