GVAG
AGTI

Great Valley Advisor Group’s Agiliti Inc AGTI Stock Holding History

Great Valley Advisor Group’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
2022
Q4 		– Sell
-20,748
Closed -$297K – 744
2022
Q3 		$297K Buy
+20,748
New +$384K 0.02% 538

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
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
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

Great Valley Advisor Group's AGTI Position: Q4 2022 in Review

Great Valley Advisor Group sold out of Agiliti Inc (AGTI) in Q4 2022, closing a stake of 20,748 shares — an estimated $297K sold.

Great Valley Advisor Group first reported a position in AGTI in Q3 2022 and held it in 1 quarter. The position peaked at $297K in Q3 2022. 99 funds tracked by Wall St. Rank hold AGTI as of Q4 2022.

  • Great Valley Advisor Group reported no remaining Agiliti Inc position as of Q4 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 20,748 Agiliti Inc shares in Q4 2022, an estimated $297K.
  • Great Valley Advisor Group first reported a position in Agiliti Inc in Q3 2022 and held it in 1 quarter.
  • Great Valley Advisor Group's Agiliti Inc position peaked at $297K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held Agiliti Inc as of Q4 2022.

Based on Great Valley Advisor Group's 13F filing for Q4 2022, filed 1 Feb 2023.