BWS
AGL icon

Buck Wealth Strategies’s Agilon Health AGL Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-10
Closed -$4.62K – 74
2023
Q3 		$4.62K Hold
10
– – ﹤0.01% 245
2023
Q2 		$4.51K Hold
10
– – ﹤0.01% 192
2023
Q1 		$6.17K Buy
+10
New +$5.6K ﹤0.01% 123

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Buck Wealth Strategies's AGL Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Agilon Health (AGL) in Q4 2023, closing a stake of 10 shares — an estimated $4.62K sold.

Buck Wealth Strategies first reported a position in AGL in Q1 2023 and held it in 3 quarters. The position peaked at $6.17K in Q1 2023. 193 funds tracked by Wall St. Rank hold AGL as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Agilon Health position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 10 Agilon Health shares in Q4 2023, an estimated $4.62K.
  • Buck Wealth Strategies first reported a position in Agilon Health in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Agilon Health position peaked at $6.17K in Q1 2023.
  • 193 funds tracked by Wall St. Rank held Agilon Health as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.