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Venturi Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-510
Closed -$100K – 588
2024
Q4 		$100K Buy
+510
New +$101K ﹤0.01% 779

Other funds holding AGM

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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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $4.87B AUM 31.21% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Venturi Wealth Management's AGM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Federal Agricultural Mortgage (AGM) in Q1 2025, closing a stake of 510 shares — an estimated $100K sold.

Venturi Wealth Management first reported a position in AGM in Q4 2024 and held it in 1 quarter. The position peaked at $100K in Q4 2024. 247 funds tracked by Wall St. Rank hold AGM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Federal Agricultural Mortgage position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 510 Federal Agricultural Mortgage shares in Q1 2025, an estimated $100K.
  • Venturi Wealth Management first reported a position in Federal Agricultural Mortgage in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Federal Agricultural Mortgage position peaked at $100K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.