Avior Wealth Management’s Agilysys AGYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$337	–	2289
2024 Q1	$337	Buy	+4	New	+$323	﹤0.01%	2689

Other funds holding AGYS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Avior Wealth Management sold out of Agilysys (AGYS) in Q2 2024, closing a stake of 4 shares — an estimated $337 sold.

Avior Wealth Management first reported a position in AGYS in Q1 2024 and held it in 1 quarter. The position peaked at $337 in Q1 2024. 252 funds tracked by Wall St. Rank hold AGYS as of Q2 2024.

Avior Wealth Management reported no remaining Agilysys position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 4 Agilysys shares in Q2 2024, an estimated $337.
Avior Wealth Management first reported a position in Agilysys in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Agilysys position peaked at $337 in Q1 2024.
252 funds tracked by Wall St. Rank held Agilysys as of Q2 2024.

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