JFS Wealth Advisors’s Agilon Health AGL Stock Holding History

JFS Wealth 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
2023 Q4	–	Hold	0	–	-$36	–	1995
2023 Q3	–	Sell	-1	Closed	-$452	–	1939
2023 Q2	$278	Buy	+1	New	+$562	﹤0.01%	1837
2023 Q1	–	Sell	-1	Closed	-$560	–	1925
2022 Q4	$339	Buy	+1	New	+$469	﹤0.01%	1789
2022 Q3	–	Hold	0	–	–	–	1717

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JFS Wealth Advisors's AGL Position: Q4 2023 in Review

JFS Wealth Advisors held its Agilon Health (AGL) position steady in Q4 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

JFS Wealth Advisors first reported a position in AGL in Q4 2022 and has held it in 2 quarters since. The position peaked at $339 in Q4 2022. 193 funds tracked by Wall St. Rank hold AGL as of Q4 2023.

JFS Wealth Advisors held 0 shares of Agilon Health worth $0 as of Q4 2023.
JFS Wealth Advisors left its Agilon Health share count unchanged in Q4 2023.
Agilon Health made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q4 2023, its #1995 holding.
JFS Wealth Advisors first reported a position in Agilon Health in Q4 2022 and has held it in 2 quarters since.
JFS Wealth Advisors's Agilon Health position peaked at $339 in Q4 2022.
193 funds tracked by Wall St. Rank held Agilon Health as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.