EWA
AGTI

EverSource Wealth Advisors’s Agiliti Inc AGTI Stock Holding History

EverSource Wealth Advisors’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
Q1 		– Sell
-58
Closed -$946 – 2568
2022
Q4 		$946 Buy
+58
New +$958 ﹤0.01% 2109

Other funds holding AGTI

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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EverSource Wealth Advisors's AGTI Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Agiliti Inc (AGTI) in Q1 2023, closing a stake of 58 shares — an estimated $946 sold.

EverSource Wealth Advisors first reported a position in AGTI in Q4 2022 and held it in 1 quarter. The position peaked at $946 in Q4 2022. 101 funds tracked by Wall St. Rank hold AGTI as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Agiliti Inc position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 58 Agiliti Inc shares in Q1 2023, an estimated $946.
  • EverSource Wealth Advisors first reported a position in Agiliti Inc in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Agiliti Inc position peaked at $946 in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Agiliti Inc as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.