Avior Wealth Management’s Agiliti Inc AGTI Stock Holding History

Avior Wealth Management’s Portfolio AGTI Stock Details AGTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,056	Closed	-$10.7K	–	3904
2024 Q1	$10.7K	Buy	1,056 +6	+0.6%	+$50	﹤0.01%	1850
2023 Q4	$8.32K	Hold	1,050	–	–	﹤0.01%	1022
2023 Q3	$6.81K	Hold	1,050	–	–	﹤0.01%	1107
2023 Q2	$17.3K	Hold	1,050	–	–	﹤0.01%	954
2023 Q1	$16.8K	Hold	1,050	–	–	﹤0.01%	979
2022 Q4	$17.1K	Buy	+1,050	New	+$17.3K	﹤0.01%	777

Other funds holding AGTI

ECM

Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Avior Wealth Management's AGTI Position: Q2 2024 in Review

Avior Wealth Management sold out of Agiliti Inc (AGTI) in Q2 2024, closing a stake of 1,056 shares — an estimated $10.7K sold.

Avior Wealth Management first reported a position in AGTI in Q4 2022 and held it in 6 quarters. The position peaked at $17.3K in Q2 2023. 2 funds tracked by Wall St. Rank hold AGTI as of Q2 2024.

Avior Wealth Management reported no remaining Agiliti Inc position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 1,056 Agiliti Inc shares in Q2 2024, an estimated $10.7K.
Avior Wealth Management first reported a position in Agiliti Inc in Q4 2022 and held it in 6 quarters.
Avior Wealth Management's Agiliti Inc position peaked at $17.3K in Q2 2023.
2 funds tracked by Wall St. Rank held Agiliti Inc as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.