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Financial Advocates Investment Management’s Agilysys AGYS Stock Holding History

Financial Advocates Investment Management’s Portfolio AGYS Stock Details AGYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,124
Closed -$247K – 748
2022
Q4 		$247K Buy
+3,124
New +$199K 0.02% 610

Other funds holding AGYS

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Advocates Investment Management's AGYS Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Agilysys (AGYS) in Q1 2023, closing a stake of 3,124 shares — an estimated $247K sold.

Financial Advocates Investment Management first reported a position in AGYS in Q4 2022 and held it in 1 quarter. The position peaked at $247K in Q4 2022. 205 funds tracked by Wall St. Rank hold AGYS as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Agilysys position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,124 Agilysys shares in Q1 2023, an estimated $247K.
  • Financial Advocates Investment Management first reported a position in Agilysys in Q4 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Agilysys position peaked at $247K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Agilysys as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.