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FinTrust Capital Advisors’s Agilon Health AGL Stock Holding History

FinTrust Capital 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
2024
Q3 		$148K Hold
1,505
– – 0.03% 360
2024
Q2 		$246K Buy
+1,505
New +$214K 0.04% 258

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

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

FinTrust Capital Advisors held its Agilon Health (AGL) position steady in Q3 2024 at 1,505 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #360.

FinTrust Capital Advisors first reported a position in AGL in Q2 2024 and has held it in 2 quarters since. The position peaked at $246K in Q2 2024. 209 funds tracked by Wall St. Rank hold AGL as of Q3 2024.

  • FinTrust Capital Advisors held 1,505 shares of Agilon Health worth $148K as of Q3 2024.
  • FinTrust Capital Advisors left its Agilon Health share count unchanged in Q3 2024.
  • Agilon Health made up 0.03% of FinTrust Capital Advisors's portfolio in Q3 2024, its #360 holding.
  • FinTrust Capital Advisors first reported a position in Agilon Health in Q2 2024 and has held it in 2 quarters since.
  • FinTrust Capital Advisors's Agilon Health position peaked at $246K in Q2 2024.
  • 209 funds tracked by Wall St. Rank held Agilon Health as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.