Covestor’s Agiliti Inc AGTI Stock Holding History

Covestor’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	-17	Closed	–	–	2896
2024 Q1	$0	Sell	17 -13,694	-100%	-$115K	﹤0.01%	2886
2023 Q4	$109K	Buy	13,711 +11,076	+420%	+$75.1K	0.07%	446
2023 Q3	$17K	Buy	2,635 +176	+7%	+$2.13K	0.01%	1186
2023 Q2	$41K	Sell	2,459 -3,864	-61%	-$64.8K	0.03%	866
2023 Q1	$101K	Buy	6,323 +1,007	+19%	+$17.3K	0.09%	370
2022 Q4	$87K	Buy	5,316 +1,268	+31%	+$20.9K	0.07%	470
2022 Q3	$58K	Buy	+4,048	New	+$75K	0.05%	641

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

Covestor's AGTI Position: Q2 2024 in Review

Covestor sold out of Agiliti Inc (AGTI) in Q2 2024, closing a stake of 17 shares.

Covestor first reported a position in AGTI in Q3 2022 and held it in 7 quarters. The position peaked at $109K in Q4 2023. 2 funds tracked by Wall St. Rank hold AGTI as of Q2 2024.

Covestor reported no remaining Agiliti Inc position as of Q2 2024 after selling out during the quarter.
Covestor sold 17 Agiliti Inc shares in Q2 2024.
Covestor first reported a position in Agiliti Inc in Q3 2022 and held it in 7 quarters.
Covestor's Agiliti Inc position peaked at $109K in Q4 2023.
2 funds tracked by Wall St. Rank held Agiliti Inc as of Q2 2024.

Based on Covestor's 13F filing for Q2 2024, filed 9 Aug 2024.