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SYSTM Wealth Solutions’s Agilysys AGYS Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-20
Closed -$1.69K – 665
2024
Q1 		$1.69K Buy
20
+4
+25% +$323 ﹤0.01% 910
2023
Q4 		$1.36K Buy
+16
New +$1.3K ﹤0.01% 970

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

SYSTM Wealth Solutions's AGYS Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Agilysys (AGYS) in Q2 2024, closing a stake of 20 shares — an estimated $1.69K sold.

SYSTM Wealth Solutions first reported a position in AGYS in Q4 2023 and held it in 2 quarters. The position peaked at $1.69K in Q1 2024. 252 funds tracked by Wall St. Rank hold AGYS as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Agilysys position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 20 Agilysys shares in Q2 2024, an estimated $1.69K.
  • SYSTM Wealth Solutions first reported a position in Agilysys in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Agilysys position peaked at $1.69K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.