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Focused Wealth Management’s Agilon Health AGL Stock Holding History

Focused Wealth 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
Q1 		– Sell
-1
Closed -$533 – 1043
2022
Q4 		$533 Buy
+1
New +$469 ﹤0.01% 940

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Focused Wealth Management's AGL Position: Q1 2023 in Review

Focused Wealth Management sold out of Agilon Health (AGL) in Q1 2023, closing a stake of 1 share — an estimated $533 sold.

Focused Wealth Management first reported a position in AGL in Q4 2022 and held it in 1 quarter. The position peaked at $533 in Q4 2022. 198 funds tracked by Wall St. Rank hold AGL as of Q1 2023.

  • Focused Wealth Management reported no remaining Agilon Health position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 1 Agilon Health share in Q1 2023, an estimated $533.
  • Focused Wealth Management first reported a position in Agilon Health in Q4 2022 and held it in 1 quarter.
  • Focused Wealth Management's Agilon Health position peaked at $533 in Q4 2022.
  • 198 funds tracked by Wall St. Rank held Agilon Health as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.