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Belpointe Asset Management’s Agilon Health AGL Stock Holding History

Belpointe Asset Management’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
-21
Closed -$12.4K – 671
2023
Q1 		$12.4K Buy
+21
New +$11.8K ﹤0.01% 2590

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

Belpointe Asset Management's AGL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Agilon Health (AGL) in Q2 2023, closing a stake of 21 shares — an estimated $12.4K sold.

Belpointe Asset Management first reported a position in AGL in Q1 2023 and held it in 1 quarter. The position peaked at $12.4K in Q1 2023. 185 funds tracked by Wall St. Rank hold AGL as of Q2 2023.

  • Belpointe Asset Management reported no remaining Agilon Health position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 21 Agilon Health shares in Q2 2023, an estimated $12.4K.
  • Belpointe Asset Management first reported a position in Agilon Health in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Agilon Health position peaked at $12.4K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Agilon Health as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.