CAL
AGL icon

Capital Advisors Ltd’s Agilon Health AGL Stock Holding History

Capital Advisors Ltd’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
2024
Q3 		– Sell
-2
Closed – – 1342
2024
Q2 		$0 Buy
+2
New +$285 ﹤0.01% 1347
2022
Q4 		– Sell
-3
Closed -$2K – 1176
2022
Q3 		$2K Buy
3
+2
+200% +$1.2K ﹤0.01% 797
2022
Q2 		$0 Buy
+1
New +$506 ﹤0.01% 967
2022
Q1 		– Hold
0
– – – 880

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Advisors Ltd's AGL Position: Q3 2024 in Review

Capital Advisors Ltd sold out of Agilon Health (AGL) in Q3 2024, closing a stake of 2 shares.

Capital Advisors Ltd first reported a position in AGL in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 209 funds tracked by Wall St. Rank hold AGL as of Q3 2024.

  • Capital Advisors Ltd reported no remaining Agilon Health position as of Q3 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 2 Agilon Health shares in Q3 2024.
  • Capital Advisors Ltd first reported a position in Agilon Health in Q2 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's Agilon Health position peaked at $2K in Q3 2022.
  • 209 funds tracked by Wall St. Rank held Agilon Health as of Q3 2024.

Based on Capital Advisors Ltd's 13F filing for Q3 2024, filed 24 Oct 2024.