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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $615M AUM 34.28% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's AGTI Position: Q1 2024 in Review

LPL Financial sold out of Agiliti Inc (AGTI) in Q1 2024, closing a stake of 16,348 shares — an estimated $129K sold.

LPL Financial first reported a position in AGTI in Q3 2022 and held it in 6 quarters. The position peaked at $323K in Q2 2023. 121 funds tracked by Wall St. Rank hold AGTI as of Q1 2024.

  • LPL Financial reported no remaining Agiliti Inc position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 16,348 Agiliti Inc shares in Q1 2024, an estimated $129K.
  • LPL Financial first reported a position in Agiliti Inc in Q3 2022 and held it in 6 quarters.
  • LPL Financial's Agiliti Inc position peaked at $323K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held Agiliti Inc as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.