JMPWA
AGYS icon

JP Morgan Private Wealth Advisors’s Agilysys AGYS Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$296K Sell
4,469
-500
-10% -$34.7K ﹤0.01% 1481
2023
Q2 		$341K Sell
4,969
-2,817
-36% -$212K ﹤0.01% 1188
2023
Q1 		$642K Buy
7,786
+3,525
+83% +$285K ﹤0.01% 1363
2022
Q4 		$337K Buy
+4,261
New +$272K ﹤0.01% 1614

Other funds holding AGYS

MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JP Morgan Private Wealth Advisors's AGYS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Agilysys (AGYS) stake by 10% in Q3 2023, selling an estimated $34.7K and leaving 4,469 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

JP Morgan Private Wealth Advisors first reported a position in AGYS in Q4 2022 and has held it in 4 quarters since. The position peaked at $642K in Q1 2023. 199 funds tracked by Wall St. Rank hold AGYS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,469 shares of Agilysys worth $296K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 500 Agilysys shares in Q3 2023, an estimated $34.7K.
  • Agilysys made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1481 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Agilysys in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's Agilysys position peaked at $642K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Agilysys as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.