Envestnet Asset Management
AGTI

Envestnet Asset Management’s Agiliti Inc AGTI Stock Holding History

Envestnet Asset Management’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
-91,424
Closed -$724K – 4312
2023
Q4 		$724K Sell
91,424
-58,257
-39% -$395K ﹤0.01% 3134
2023
Q3 		$971K Buy
149,681
+8,574
+6% +$104K ﹤0.01% 2835
2023
Q2 		$2.33M Sell
141,107
-8,845
-6% -$148K ﹤0.01% 2185
2023
Q1 		$2.4M Buy
149,952
+37,025
+33% +$637K ﹤0.01% 2084
2022
Q4 		$1.84M Buy
112,927
+10,553
+10% +$174K ﹤0.01% 2213
2022
Q3 		$1.47M Buy
102,374
+21,439
+26% +$397K ﹤0.01% 2276
2022
Q2 		$1.66M Buy
+80,935
New +$1.62M ﹤0.01% 2225

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

Envestnet Asset Management's AGTI Position: Q1 2024 in Review

Envestnet Asset Management sold out of Agiliti Inc (AGTI) in Q1 2024, closing a stake of 91,424 shares — an estimated $724K sold.

Envestnet Asset Management first reported a position in AGTI in Q2 2022 and held it in 7 quarters. The position peaked at $2.4M in Q1 2023. 121 funds tracked by Wall St. Rank hold AGTI as of Q1 2024.

  • Envestnet Asset Management reported no remaining Agiliti Inc position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 91,424 Agiliti Inc shares in Q1 2024, an estimated $724K.
  • Envestnet Asset Management first reported a position in Agiliti Inc in Q2 2022 and held it in 7 quarters.
  • Envestnet Asset Management's Agiliti Inc position peaked at $2.4M in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Agiliti Inc as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.