JWA
AGTI

JFS Wealth Advisors’s Agiliti Inc AGTI Stock Holding History

JFS 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
Q4 		– Sell
-32
Closed -$208 – 2052
2023
Q3 		$208 Buy
32
+18
+129% +$218 ﹤0.01% 1858
2023
Q2 		$231 Buy
14
+11
+367% +$184 ﹤0.01% 1863
2023
Q1 		$48 Sell
3
-3
-50% -$52 ﹤0.01% 1926
2022
Q4 		$98 Buy
+6
New +$99 ﹤0.01% 1881

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFS Wealth Advisors's AGTI Position: Q4 2023 in Review

JFS Wealth Advisors sold out of Agiliti Inc (AGTI) in Q4 2023, closing a stake of 32 shares — an estimated $208 sold.

JFS Wealth Advisors first reported a position in AGTI in Q4 2022 and held it in 4 quarters. The position peaked at $231 in Q2 2023. 123 funds tracked by Wall St. Rank hold AGTI as of Q4 2023.

  • JFS Wealth Advisors reported no remaining Agiliti Inc position as of Q4 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 32 Agiliti Inc shares in Q4 2023, an estimated $208.
  • JFS Wealth Advisors first reported a position in Agiliti Inc in Q4 2022 and held it in 4 quarters.
  • JFS Wealth Advisors's Agiliti Inc position peaked at $231 in Q2 2023.
  • 123 funds tracked by Wall St. Rank held Agiliti Inc as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.