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Secured Retirement Advisors’s Agilysys AGYS Stock Holding History

Secured Retirement 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
2025
Q1 		– Sell
-2,277
Closed -$300K – 118
2024
Q4 		$300K Hold
2,277
– – 0.17% 119
2024
Q3 		$248K Hold
2,277
– – 0.18% 101
2024
Q2 		$237K Buy
+2,277
New +$204K 0.18% 107

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Secured Retirement Advisors's AGYS Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Agilysys (AGYS) in Q1 2025, closing a stake of 2,277 shares — an estimated $300K sold.

Secured Retirement Advisors first reported a position in AGYS in Q2 2024 and held it in 3 quarters. The position peaked at $300K in Q4 2024. 256 funds tracked by Wall St. Rank hold AGYS as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Agilysys position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 2,277 Agilysys shares in Q1 2025, an estimated $300K.
  • Secured Retirement Advisors first reported a position in Agilysys in Q2 2024 and held it in 3 quarters.
  • Secured Retirement Advisors's Agilysys position peaked at $300K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Agilysys as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.