WealthPLAN Partners’s AGCO AGCO Stock Holding History

WealthPLAN Partners’s Portfolio AGCO Stock Details AGCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-38	Closed	-$4.99K	–	331
2023 Q2	$4.99K	Hold	38	–	–	﹤0.01%	908
2023 Q1	$5.14K	Buy	+38	New	+$5.14K	﹤0.01%	994

Other funds holding AGCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's AGCO Position: Q3 2023 in Review

WealthPLAN Partners sold out of AGCO (AGCO) in Q3 2023, closing a stake of 38 shares — an estimated $4.99K sold.

WealthPLAN Partners first reported a position in AGCO in Q1 2023 and held it in 2 quarters. The position peaked at $5.14K in Q1 2023. 495 funds tracked by Wall St. Rank hold AGCO as of Q3 2023.

WealthPLAN Partners reported no remaining AGCO position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 38 AGCO shares in Q3 2023, an estimated $4.99K.
WealthPLAN Partners first reported a position in AGCO in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's AGCO position peaked at $5.14K in Q1 2023.
495 funds tracked by Wall St. Rank held AGCO as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.