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Capital Performance Advisors’s Agilysys AGYS Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-27
Closed -$2.94K – 238
2024
Q3 		$2.94K Buy
+27
New +$2.89K ﹤0.01% 1365

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Capital Performance Advisors's AGYS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Agilysys (AGYS) in Q4 2024, closing a stake of 27 shares — an estimated $2.94K sold.

Capital Performance Advisors first reported a position in AGYS in Q3 2024 and held it in 1 quarter. The position peaked at $2.94K in Q3 2024. 270 funds tracked by Wall St. Rank hold AGYS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Agilysys position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 27 Agilysys shares in Q4 2024, an estimated $2.94K.
  • Capital Performance Advisors first reported a position in Agilysys in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Agilysys position peaked at $2.94K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Agilysys as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.