P-Solve
Latest statistics and disclosures from Agilis Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VCLT, IGLB, SCHB, CORP, and represent 77.24% of Agilis Partners's stock portfolio.
- Added to shares of these 10 stocks: VCLT (+$31M), IGLB (+$24M), VTI (+$21M), CORP (+$14M), VEA (+$11M), BND (+$6.5M), VGIT (+$6.4M), SCHB, VWO, AGG.
- Started 6 new stock positions in CORP, AGG, VGIT, VEA, SHV, BND.
- Reduced shares in these 9 stocks: , , ACWV (-$8.9M), EEMV, IWV, VNQ, IXUS, IUSB, EMB.
- Sold out of its positions in ACWV, EEMV, EFAV, USMV.
- Agilis Partners was a net buyer of stock by $76M.
- Agilis Partners has $380M in assets under management (AUM), dropping by 36.86%.
- Central Index Key (CIK): 0001633903
Tip: Access up to 7 years of quarterly data
Positions held by P-Solve consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Agilis Partners
Agilis Partners holds 25 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Agilis Partners
SEC 13F filings are viewable for Agilis Partners going back to 2014
- Agilis Partners 2023 Q4 restated filed Feb. 22, 2024
- Agilis Partners 2023 Q4 filed Feb. 9, 2024
- Agilis Partners 2023 Q3 filed Oct. 31, 2023
- Agilis Partners 2023 Q2 filed July 7, 2023
- Agilis Partners 2023 Q1 filed May 1, 2023
- Agilis Partners 2022 Q4 filed Feb. 6, 2023
- Agilis Partners 2022 Q3 filed Nov. 4, 2022
- River & Mercantile 2022 Q2 filed Aug. 10, 2022
- River & Mercantile 2022 Q1 filed May 11, 2022
- River & Mercantile 2021 Q4 filed Feb. 8, 2022
- River & Mercantile 2021 Q3 filed Nov. 5, 2021
- River & Mercantile 2021 Q2 filed Aug. 12, 2021
- River & Mercantile 2021 Q1 filed May 10, 2021
- River & Mercantile 2020 Q4 filed Feb. 8, 2021
- River & Mercantile 2020 Q3 filed Nov. 10, 2020
- River & Mercantile 2020 Q2 filed July 27, 2020