CIAS
AGNT

CBIZ Investment Advisory Services’s AGNT Inc AGNT Stock Holding History

CBIZ Investment Advisory Services’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,371
Closed -$13.4K – 756
2025
Q1 		$13.4K Sell
1,371
-14
-1% -$149 ﹤0.01% 285
2024
Q4 		$15.9K Buy
1,385
+386
+39% +$5.09K ﹤0.01% 242
2024
Q3 		$14.1K Buy
999
+65
+7% +$837 ﹤0.01% 244
2024
Q2 		$10.5K Sell
934
-16
-2% -$175 ﹤0.01% 248
2024
Q1 		$9.81K Buy
+950
New +$11.7K ﹤0.01% 250

Other funds holding AGNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CBIZ Investment Advisory Services's AGNT Position: Q2 2025 in Review

CBIZ Investment Advisory Services sold out of AGNT Inc (AGNT) in Q2 2025, closing a stake of 1,371 shares — an estimated $13.4K sold.

CBIZ Investment Advisory Services first reported a position in AGNT in Q1 2024 and held it in 5 quarters. The position peaked at $15.9K in Q4 2024. 212 funds tracked by Wall St. Rank hold AGNT as of Q2 2025.

  • CBIZ Investment Advisory Services reported no remaining AGNT Inc position as of Q2 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 1,371 AGNT Inc shares in Q2 2025, an estimated $13.4K.
  • CBIZ Investment Advisory Services first reported a position in AGNT Inc in Q1 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's AGNT Inc position peaked at $15.9K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.