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Beacon Pointe Advisors’s Agilon Health AGL Stock Holding History

Beacon Pointe Advisors’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
-600
Closed -$356K – 1079
2023
Q1 		$356K Buy
+600
New +$336K 0.01% 865
2022
Q4 		– Sell
-736
Closed -$432K – 1061
2022
Q3 		$432K Buy
736
+58
+9% +$34.7K 0.01% 684
2022
Q2 		$370K Buy
678
+101
+18% +$51.1K 0.01% 752
2022
Q1 		$366K Buy
577
+215
+59% +$111K 0.01% 911
2021
Q4 		$245K Buy
+362
New +$220K 0.01% 805

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Beacon Pointe Advisors's AGL Position: Q2 2023 in Review

Beacon Pointe Advisors sold out of Agilon Health (AGL) in Q2 2023, closing a stake of 600 shares — an estimated $356K sold.

Beacon Pointe Advisors first reported a position in AGL in Q4 2021 and held it in 5 quarters. The position peaked at $432K in Q3 2022. 185 funds tracked by Wall St. Rank hold AGL as of Q2 2023.

  • Beacon Pointe Advisors reported no remaining Agilon Health position as of Q2 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 600 Agilon Health shares in Q2 2023, an estimated $356K.
  • Beacon Pointe Advisors first reported a position in Agilon Health in Q4 2021 and held it in 5 quarters.
  • Beacon Pointe Advisors's Agilon Health position peaked at $432K in Q3 2022.
  • 185 funds tracked by Wall St. Rank held Agilon Health as of Q2 2023.

Based on Beacon Pointe Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.