Carson Wealth (CWM LLC)’s Agiliti Inc AGTI Stock Holding History

Carson Wealth (CWM LLC)’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	-348	Closed	-$4K	–	5062
2024 Q1	$4K	Buy	348 +17	+5%	+$142	﹤0.01%	3811
2023 Q4	$3K	Sell	331 -958	-74%	-$6.5K	﹤0.01%	3764
2023 Q3	$8K	Buy	1,289 +1,222	+1,824%	+$14.8K	﹤0.01%	3281
2023 Q2	$1K	Buy	67 +41	+158%	+$687	﹤0.01%	4125
2023 Q1	$0	Buy	+26	New	+$448	﹤0.01%	4412
2022 Q4	–	Sell	-451	Closed	-$6K	–	4319
2022 Q3	$6K	Buy	451 +442	+4,911%	+$8.19K	﹤0.01%	3022
2022 Q2	$0	Buy	+9	New	+$180	﹤0.01%	4165

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

Carson Wealth (CWM LLC)'s AGTI Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Agiliti Inc (AGTI) in Q2 2024, closing a stake of 348 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in AGTI in Q2 2022 and held it in 7 quarters. The position peaked at $8K in Q3 2023. 2 funds tracked by Wall St. Rank hold AGTI as of Q2 2024.

Carson Wealth (CWM LLC) reported no remaining Agiliti Inc position as of Q2 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 348 Agiliti Inc shares in Q2 2024, an estimated $4K.
Carson Wealth (CWM LLC) first reported a position in Agiliti Inc in Q2 2022 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s Agiliti Inc position peaked at $8K in Q3 2023.
2 funds tracked by Wall St. Rank held Agiliti Inc as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.