Concord Wealth Partners’s Agiliti Inc AGTI Stock Holding History

Concord Wealth Partners’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	-370	Closed	-$3.74K	–	926
2024 Q1	$3.74K	Buy	+370	New	+$3.1K	﹤0.01%	691

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

Concord Wealth Partners's AGTI Position: Q2 2024 in Review

Concord Wealth Partners sold out of Agiliti Inc (AGTI) in Q2 2024, closing a stake of 370 shares — an estimated $3.74K sold.

Concord Wealth Partners first reported a position in AGTI in Q1 2024 and held it in 1 quarter. The position peaked at $3.74K in Q1 2024. 2 funds tracked by Wall St. Rank hold AGTI as of Q2 2024.

Concord Wealth Partners reported no remaining Agiliti Inc position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 370 Agiliti Inc shares in Q2 2024, an estimated $3.74K.
Concord Wealth Partners first reported a position in Agiliti Inc in Q1 2024 and held it in 1 quarter.
Concord Wealth Partners's Agiliti Inc position peaked at $3.74K in Q1 2024.
2 funds tracked by Wall St. Rank held Agiliti Inc as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.