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Ellevest Inc’s Agilon Health AGL Stock Holding History

Ellevest Inc’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
-3
Closed -$1.66K – 389
2023
Q1 		$1.66K Buy
+3
New +$1.68K ﹤0.01% 1481
2022
Q4 		– Sell
-3
Closed -$2K – 1836
2022
Q3 		$2K Hold
3
– – ﹤0.01% 1308
2022
Q2 		$2K Buy
+3
New +$1.52K ﹤0.01% 1131
2022
Q1 		– Hold
0
– – – 1389

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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

Ellevest Inc's AGL Position: Q2 2023 in Review

Ellevest Inc sold out of Agilon Health (AGL) in Q2 2023, closing a stake of 3 shares — an estimated $1.66K sold.

Ellevest Inc first reported a position in AGL in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 185 funds tracked by Wall St. Rank hold AGL as of Q2 2023.

  • Ellevest Inc reported no remaining Agilon Health position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 3 Agilon Health shares in Q2 2023, an estimated $1.66K.
  • Ellevest Inc first reported a position in Agilon Health in Q2 2022 and held it in 3 quarters.
  • Ellevest Inc's Agilon Health position peaked at $2K in Q3 2022.
  • 185 funds tracked by Wall St. Rank held Agilon Health as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.