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

Wipfli 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
2022 Q3	$13K	Buy	+128	New	+$13.6K	﹤0.01%	1730

Other funds holding AGM

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wipfli Financial Advisors's AGM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Federal Agricultural Mortgage (AGM) in Q3 2022: 128 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1730 among its holdings.

166 funds tracked by Wall St. Rank hold AGM as of Q3 2022.

Wipfli Financial Advisors held 128 shares of Federal Agricultural Mortgage worth $13K as of Q3 2022.
Federal Agricultural Mortgage was a new Wipfli Financial Advisors position in Q3 2022.
Federal Agricultural Mortgage made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1730 holding.
166 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.