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TCI Wealth Advisors’s Agilysys AGYS Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-42
Closed -$3.47K – 256
2023
Q1 		$3.47K Buy
+42
New +$3.4K ﹤0.01% 1770
2022
Q1 		– Sell
-69
Closed -$3K – 2201
2021
Q4 		$3K Buy
69
+20
+41% +$950 ﹤0.01% 1973
2021
Q3 		$3K Hold
49
– – ﹤0.01% 1888
2021
Q2 		$3K Buy
49
+16
+48% +$828 ﹤0.01% 1689
2021
Q1 		$2K Buy
+33
New +$1.64K ﹤0.01% 1645

Other funds holding AGYS

MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

TCI Wealth Advisors's AGYS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Agilysys (AGYS) in Q2 2023, closing a stake of 42 shares — an estimated $3.47K sold.

TCI Wealth Advisors first reported a position in AGYS in Q1 2021 and held it in 5 quarters. The position peaked at $3.47K in Q1 2023. 209 funds tracked by Wall St. Rank hold AGYS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Agilysys position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 42 Agilysys shares in Q2 2023, an estimated $3.47K.
  • TCI Wealth Advisors first reported a position in Agilysys in Q1 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Agilysys position peaked at $3.47K in Q1 2023.
  • 209 funds tracked by Wall St. Rank held Agilysys as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.