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Valeo Financial Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-26
Closed -$3K – 546
2021
Q1 		$3K Buy
+26
New +$2.25K ﹤0.01% 1666
2020
Q3 		– Sell
-89
Closed -$6K – 1577
2020
Q2 		$6K Buy
89
+63
+242% +$3.9K ﹤0.01% 1427
2020
Q1 		$1K Buy
+26
New +$1.85K ﹤0.01% 1615

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Valeo Financial Advisors's AGM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Federal Agricultural Mortgage (AGM) in Q2 2021, closing a stake of 26 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in AGM in Q1 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 139 funds tracked by Wall St. Rank hold AGM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Federal Agricultural Mortgage position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 26 Federal Agricultural Mortgage shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Federal Agricultural Mortgage in Q1 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Federal Agricultural Mortgage position peaked at $6K in Q2 2020.
  • 139 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.