Corient Private Wealth
AGTI

Corient Private Wealth’s Agiliti Inc AGTI Stock Holding History

Corient Private Wealth’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
2023
Q4 		– Sell
-35,486
Closed -$230K – 2365
2023
Q3 		$230K Sell
35,486
-417
-1% -$5.05K ﹤0.01% 1850
2023
Q2 		$592K Buy
35,903
+23,846
+198% +$400K ﹤0.01% 1377
2023
Q1 		$193K Buy
+12,057
New +$208K ﹤0.01% 1809

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corient Private Wealth's AGTI Position: Q4 2023 in Review

Corient Private Wealth sold out of Agiliti Inc (AGTI) in Q4 2023, closing a stake of 35,486 shares — an estimated $230K sold.

Corient Private Wealth first reported a position in AGTI in Q1 2023 and held it in 3 quarters. The position peaked at $592K in Q2 2023. 123 funds tracked by Wall St. Rank hold AGTI as of Q4 2023.

  • Corient Private Wealth reported no remaining Agiliti Inc position as of Q4 2023 after selling out during the quarter.
  • Corient Private Wealth sold 35,486 Agiliti Inc shares in Q4 2023, an estimated $230K.
  • Corient Private Wealth first reported a position in Agiliti Inc in Q1 2023 and held it in 3 quarters.
  • Corient Private Wealth's Agiliti Inc position peaked at $592K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held Agiliti Inc as of Q4 2023.

Based on Corient Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.