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Westover Capital Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Westover Capital 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
2025
Q1 		– Sell
-6,507
Closed -$1.28M – 233
2024
Q4 		$1.28M Buy
6,507
+75
+1% +$14.9K 0.28% 83
2024
Q3 		$1.21M Buy
6,432
+556
+9% +$106K 0.23% 92
2024
Q2 		$1.06M Buy
5,876
+960
+20% +$173K 0.27% 88
2024
Q1 		$968K Buy
+4,916
New +$914K 0.28% 83

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
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

Westover Capital Advisors's AGM Position: Q1 2025 in Review

Westover Capital Advisors sold out of Federal Agricultural Mortgage (AGM) in Q1 2025, closing a stake of 6,507 shares — an estimated $1.28M sold.

Westover Capital Advisors first reported a position in AGM in Q1 2024 and held it in 4 quarters. The position peaked at $1.28M in Q4 2024. 247 funds tracked by Wall St. Rank hold AGM as of Q1 2025.

  • Westover Capital Advisors reported no remaining Federal Agricultural Mortgage position as of Q1 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 6,507 Federal Agricultural Mortgage shares in Q1 2025, an estimated $1.28M.
  • Westover Capital Advisors first reported a position in Federal Agricultural Mortgage in Q1 2024 and held it in 4 quarters.
  • Westover Capital Advisors's Federal Agricultural Mortgage position peaked at $1.28M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2025.

Based on Westover Capital Advisors's 13F filing for Q1 2025, filed 6 May 2025.