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WR Wealth Planners’s Federal Agricultural Mortgage AGM Stock Holding History

WR Wealth Planners’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
2023
Q3 		– Sell
-28
Closed -$4.03K – 917
2023
Q2 		$4.03K Sell
28
-27
-49% -$3.7K ﹤0.01% 709
2023
Q1 		$7.33K Buy
+55
New +$7.22K ﹤0.01% 623

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WR Wealth Planners's AGM Position: Q3 2023 in Review

WR Wealth Planners sold out of Federal Agricultural Mortgage (AGM) in Q3 2023, closing a stake of 28 shares — an estimated $4.03K sold.

WR Wealth Planners first reported a position in AGM in Q1 2023 and held it in 2 quarters. The position peaked at $7.33K in Q1 2023. 199 funds tracked by Wall St. Rank hold AGM as of Q3 2023.

  • WR Wealth Planners reported no remaining Federal Agricultural Mortgage position as of Q3 2023 after selling out during the quarter.
  • WR Wealth Planners sold 28 Federal Agricultural Mortgage shares in Q3 2023, an estimated $4.03K.
  • WR Wealth Planners first reported a position in Federal Agricultural Mortgage in Q1 2023 and held it in 2 quarters.
  • WR Wealth Planners's Federal Agricultural Mortgage position peaked at $7.33K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.