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Carolinas Wealth Consulting’s Agilysys AGYS Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-17
Closed -$1.26K – 25
2025
Q1 		$1.26K Buy
17
+6
+55% +$548 ﹤0.01% 887
2024
Q4 		$1.43K Buy
11
+1
+10% +$122 ﹤0.01% 887
2024
Q3 		$988 Sell
10
-2
-17% -$214 ﹤0.01% 929
2024
Q2 		$1.22K Buy
12
+1
+9% +$90 ﹤0.01% 877
2024
Q1 		$966 Buy
+11
New +$889 ﹤0.01% 903

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Carolinas Wealth Consulting's AGYS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Agilysys (AGYS) in Q2 2025, closing a stake of 17 shares — an estimated $1.26K sold.

Carolinas Wealth Consulting first reported a position in AGYS in Q1 2024 and held it in 5 quarters. The position peaked at $1.43K in Q4 2024. 263 funds tracked by Wall St. Rank hold AGYS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Agilysys position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 17 Agilysys shares in Q2 2025, an estimated $1.26K.
  • Carolinas Wealth Consulting first reported a position in Agilysys in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Agilysys position peaked at $1.43K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held Agilysys as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.