IAM Advisory’s Agilon Health AGL Stock Holding History

IAM Advisory’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	-426	Closed	-$189K	–	99
2023 Q3	$189K	Hold	426	–	–	0.07%	93
2023 Q2	$185K	Hold	426	–	–	0.06%	89
2023 Q1	$253K	Hold	426	–	–	0.09%	78
2022 Q4	$172K	Hold	426	–	–	0.06%	82
2022 Q3	$249K	Hold	426	–	–	0.11%	72
2022 Q2	$232K	Buy	+426	New	+$215K	0.1%	70

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IAM Advisory's AGL Position: Q4 2023 in Review

IAM Advisory sold out of Agilon Health (AGL) in Q4 2023, closing a stake of 426 shares — an estimated $189K sold.

IAM Advisory first reported a position in AGL in Q2 2022 and held it in 6 quarters. The position peaked at $253K in Q1 2023. 193 funds tracked by Wall St. Rank hold AGL as of Q4 2023.

IAM Advisory reported no remaining Agilon Health position as of Q4 2023 after selling out during the quarter.
IAM Advisory sold 426 Agilon Health shares in Q4 2023, an estimated $189K.
IAM Advisory first reported a position in Agilon Health in Q2 2022 and held it in 6 quarters.
IAM Advisory's Agilon Health position peaked at $253K in Q1 2023.
193 funds tracked by Wall St. Rank held Agilon Health as of Q4 2023.

Based on IAM Advisory's 13F filing for Q4 2023, filed 12 Jan 2024.