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Kestra Private Wealth Services’s Agilysys AGYS Stock Holding History

Kestra Private Wealth Services’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
2024
Q4 		– Sell
-3,271
Closed -$356K – 1417
2024
Q3 		$356K Buy
+3,271
New +$350K 0.01% 1024

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Kestra Private Wealth Services's AGYS Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Agilysys (AGYS) in Q4 2024, closing a stake of 3,271 shares — an estimated $356K sold.

Kestra Private Wealth Services first reported a position in AGYS in Q3 2024 and held it in 1 quarter. The position peaked at $356K in Q3 2024. 270 funds tracked by Wall St. Rank hold AGYS as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining Agilysys position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,271 Agilysys shares in Q4 2024, an estimated $356K.
  • Kestra Private Wealth Services first reported a position in Agilysys in Q3 2024 and held it in 1 quarter.
  • Kestra Private Wealth Services's Agilysys position peaked at $356K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Agilysys as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.