Ameritas Advisory Services’s Agilon Health AGL Stock Holding History

Ameritas Advisory Services’s Portfolio AGL Stock Details AGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5	Closed	-$3.05K	–	590
2023 Q1	$3.05K	Buy	+5	New	+$2.8K	﹤0.01%	2295

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameritas Advisory Services's AGL Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Agilon Health (AGL) in Q2 2023, closing a stake of 5 shares — an estimated $3.05K sold.

Ameritas Advisory Services first reported a position in AGL in Q1 2023 and held it in 1 quarter. The position peaked at $3.05K in Q1 2023. 185 funds tracked by Wall St. Rank hold AGL as of Q2 2023.

Ameritas Advisory Services reported no remaining Agilon Health position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 5 Agilon Health shares in Q2 2023, an estimated $3.05K.
Ameritas Advisory Services first reported a position in Agilon Health in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's Agilon Health position peaked at $3.05K in Q1 2023.
185 funds tracked by Wall St. Rank held Agilon Health as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.