CFGS
AGTI

Concourse Financial Group Securities’s Agiliti Inc AGTI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-2
Closed -$17 – 2378
2023
Q4 		$15 Hold
2
– – ﹤0.01% 2268
2023
Q3 		$12 Buy
+2
New +$24 ﹤0.01% 2296

Other funds holding AGTI

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concourse Financial Group Securities's AGTI Position: Q1 2024 in Review

Concourse Financial Group Securities sold out of Agiliti Inc (AGTI) in Q1 2024, closing a stake of 2 shares — an estimated $17 sold.

Concourse Financial Group Securities first reported a position in AGTI in Q3 2023 and held it in 2 quarters. The position peaked at $15 in Q4 2023. 121 funds tracked by Wall St. Rank hold AGTI as of Q1 2024.

  • Concourse Financial Group Securities reported no remaining Agiliti Inc position as of Q1 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2 Agiliti Inc shares in Q1 2024, an estimated $17.
  • Concourse Financial Group Securities first reported a position in Agiliti Inc in Q3 2023 and held it in 2 quarters.
  • Concourse Financial Group Securities's Agiliti Inc position peaked at $15 in Q4 2023.
  • 121 funds tracked by Wall St. Rank held Agiliti Inc as of Q1 2024.

Based on Concourse Financial Group Securities's 13F filing for Q1 2024, filed 1 May 2024.