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USA Financial Formulas’s Federal Agricultural Mortgage AGM Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-3
Closed -$463 – 343
2023
Q3 		$463 Hold
3
– – ﹤0.01% 452
2023
Q2 		$431 Buy
+3
New +$411 ﹤0.01% 445

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

USA Financial Formulas's AGM Position: Q4 2023 in Review

USA Financial Formulas sold out of Federal Agricultural Mortgage (AGM) in Q4 2023, closing a stake of 3 shares — an estimated $463 sold.

USA Financial Formulas first reported a position in AGM in Q2 2023 and held it in 2 quarters. The position peaked at $463 in Q3 2023. 215 funds tracked by Wall St. Rank hold AGM as of Q4 2023.

  • USA Financial Formulas reported no remaining Federal Agricultural Mortgage position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 3 Federal Agricultural Mortgage shares in Q4 2023, an estimated $463.
  • USA Financial Formulas first reported a position in Federal Agricultural Mortgage in Q2 2023 and held it in 2 quarters.
  • USA Financial Formulas's Federal Agricultural Mortgage position peaked at $463 in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.