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Keeler & Nadler Financial Planning & Wealth Management’s Agilon Health AGL Stock Holding History

Keeler & Nadler Financial Planning & 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
2022
Q4 		$189K Buy
+467
New +$219K 0.17% 47
2021
Q4 		$631K Buy
+935
New +$569K 0.58% 31

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's AGL Position: Q4 2022 in Review

Keeler & Nadler Financial Planning & Wealth Management opened a new position in Agilon Health (AGL) in Q4 2022: 467 shares worth $189K. The stake represents 0.17% of the portfolio and ranks #47 among its holdings. This is a return to the name: Keeler & Nadler Financial Planning & Wealth Management previously reported a position in AGL as recently as Q4 2021.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in AGL in Q4 2021 and has held it in 2 quarters since. The position peaked at $631K in Q4 2021. 166 funds tracked by Wall St. Rank hold AGL as of Q4 2022.

  • Keeler & Nadler Financial Planning & Wealth Management held 467 shares of Agilon Health worth $189K as of Q4 2022.
  • Agilon Health was a new Keeler & Nadler Financial Planning & Wealth Management position in Q4 2022.
  • Agilon Health made up 0.17% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q4 2022, its #47 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Agilon Health in Q4 2021 and has held it in 2 quarters since.
  • Keeler & Nadler Financial Planning & Wealth Management's Agilon Health position peaked at $631K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Agilon Health as of Q4 2022.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q4 2022, filed 3 Oct 2024.