IFWM
AGL icon

Institute for Wealth Management’s Agilon Health AGL Stock Holding History

Institute for 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
2024
Q4 		– Sell
-1,603
Closed -$157K – 509
2024
Q3 		$157K Hold
1,603
– – 0.02% 534
2024
Q2 		$262K Hold
1,603
– – 0.04% 418
2024
Q1 		$244K Buy
1,603
+821
+105% +$137K 0.03% 437
2023
Q4 		$245K Buy
+782
New +$283K 0.04% 413

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Institute for Wealth Management's AGL Position: Q4 2024 in Review

Institute for Wealth Management sold out of Agilon Health (AGL) in Q4 2024, closing a stake of 1,603 shares — an estimated $157K sold.

Institute for Wealth Management first reported a position in AGL in Q4 2023 and held it in 4 quarters. The position peaked at $262K in Q2 2024. 184 funds tracked by Wall St. Rank hold AGL as of Q4 2024.

  • Institute for Wealth Management reported no remaining Agilon Health position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 1,603 Agilon Health shares in Q4 2024, an estimated $157K.
  • Institute for Wealth Management first reported a position in Agilon Health in Q4 2023 and held it in 4 quarters.
  • Institute for Wealth Management's Agilon Health position peaked at $262K in Q2 2024.
  • 184 funds tracked by Wall St. Rank held Agilon Health as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.