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Agilysys shares owned by HB Wealth Management

Quarter-by-quarter ownership of Agilysys (AGYS) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Agilysys

Tip: Access up to 7 years of quarterly data

All positions including Agilysys held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agilysys by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $639k 5.9k 108.98
2024-06-30 $567k 5.4k 104.15

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation Call Option (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)

View all positions for HB Wealth Management

Top funds holding Agilysys

BlackRock
BlackRock
Vanguard Group
MAK Capital One
Lord, Abbett & Co
Daniel D. Thurber
State Street Corporation
Artisan Partners Limited Partnership
Fred Alger Management
Brown Capital Management
Geneva Capital Management
Snyder Capital Management
Geode Capital Management
William Blair Investment Management
American Century Companies

View all funds holding Agilysys