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U.S. Capital Wealth Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

U.S. Capital 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
Q1 		– Sell
-204
Closed -$23K – 655
2022
Q4 		$23K Buy
+204
New +$23.5K ﹤0.01% 1078

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

U.S. Capital Wealth Advisors's AGM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Federal Agricultural Mortgage (AGM) in Q1 2023, closing a stake of 204 shares — an estimated $23K sold.

U.S. Capital Wealth Advisors first reported a position in AGM in Q4 2022 and held it in 1 quarter. The position peaked at $23K in Q4 2022. 183 funds tracked by Wall St. Rank hold AGM as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Federal Agricultural Mortgage position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 204 Federal Agricultural Mortgage shares in Q1 2023, an estimated $23K.
  • U.S. Capital Wealth Advisors first reported a position in Federal Agricultural Mortgage in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Federal Agricultural Mortgage position peaked at $23K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.