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TriaGen Wealth Management’s Agilysys AGYS Stock Holding History

TriaGen Wealth Management’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
-5,892
Closed -$486K – 167
2023
Q1 		$486K Buy
+5,892
New +$476K 0.24% 96

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

TriaGen Wealth Management's AGYS Position: Q2 2023 in Review

TriaGen Wealth Management sold out of Agilysys (AGYS) in Q2 2023, closing a stake of 5,892 shares — an estimated $486K sold.

TriaGen Wealth Management first reported a position in AGYS in Q1 2023 and held it in 1 quarter. The position peaked at $486K in Q1 2023. 209 funds tracked by Wall St. Rank hold AGYS as of Q2 2023.

  • TriaGen Wealth Management reported no remaining Agilysys position as of Q2 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 5,892 Agilysys shares in Q2 2023, an estimated $486K.
  • TriaGen Wealth Management first reported a position in Agilysys in Q1 2023 and held it in 1 quarter.
  • TriaGen Wealth Management's Agilysys position peaked at $486K in Q1 2023.
  • 209 funds tracked by Wall St. Rank held Agilysys as of Q2 2023.

Based on TriaGen Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.