WI
AGM icon

WBI Investments’s Federal Agricultural Mortgage AGM Stock Holding History

WBI Investments’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
Q4 		– Sell
-3,032
Closed -$329K – 174
2021
Q3 		$329K Buy
+3,032
New +$301K 0.06% 152
2021
Q2 		– Sell
-6,398
Closed -$644K – 179
2021
Q1 		$644K Buy
+6,398
New +$552K 0.1% 128
2018
Q3 		– Sell
-20,041
Closed -$1.79M – 242
2018
Q2 		$1.79M Buy
20,041
+3,357
+20% +$301K 0.1% 138
2018
Q1 		$1.45M Buy
16,684
+3,020
+22% +$245K 0.07% 126
2017
Q4 		$1.07M Sell
13,664
-3,703
-21% -$275K 0.05% 198
2017
Q3 		$1.26M Buy
+17,367
New +$1.17M 0.06% 177

Other funds holding AGM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return