Creative Planning
AGTI

Creative Planning’s Agiliti Inc AGTI Stock Holding History

Creative Planning’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
-16,025
Closed -$127K – 3028
2023
Q4 		$127K Sell
16,025
-2,836
-15% -$19.2K ﹤0.01% 2538
2023
Q3 		$122K Buy
+18,861
New +$228K ﹤0.01% 2359

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

Creative Planning's AGTI Position: Q1 2024 in Review

Creative Planning sold out of Agiliti Inc (AGTI) in Q1 2024, closing a stake of 16,025 shares — an estimated $127K sold.

Creative Planning first reported a position in AGTI in Q3 2023 and held it in 2 quarters. The position peaked at $127K in Q4 2023. 121 funds tracked by Wall St. Rank hold AGTI as of Q1 2024.

  • Creative Planning reported no remaining Agiliti Inc position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 16,025 Agiliti Inc shares in Q1 2024, an estimated $127K.
  • Creative Planning first reported a position in Agiliti Inc in Q3 2023 and held it in 2 quarters.
  • Creative Planning's Agiliti Inc position peaked at $127K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held Agiliti Inc as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.