LPL Financial
AGTI

LPL Financial’s Agiliti Inc AGTI Stock Holding History

LPL Financial’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
2024
Q1 		– Sell
-16,348
Closed -$129K – 5057
2023
Q4 		$129K Sell
16,348
-553
-3% -$3.75K ﹤0.01% 4504
2023
Q3 		$110K Sell
16,901
-2,660
-14% -$32.2K ﹤0.01% 4397
2023
Q2 		$323K Buy
19,561
+2,280
+13% +$38.2K ﹤0.01% 3784
2023
Q1 		$276K Buy
17,281
+3,980
+30% +$68.5K ﹤0.01% 3806
2022
Q4 		$217K Buy
13,301
+2,884
+28% +$47.6K ﹤0.01% 3919
2022
Q3 		$149K Buy
+10,417
New +$193K ﹤0.01% 4022

Other funds holding AGTI

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AGM
Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return