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Laird Norton Wetherby Wealth Management’s Agilon Health AGL Stock Holding History

Laird Norton Wetherby 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
Q3 		– Sell
-552
Closed -$90.3K – 934
2024
Q2 		$90.3K Buy
+552
New +$78.6K ﹤0.01% 911

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AGL Position: Q3 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Agilon Health (AGL) in Q3 2024, closing a stake of 552 shares — an estimated $90.3K sold.

Laird Norton Wetherby Wealth Management first reported a position in AGL in Q2 2024 and held it in 1 quarter. The position peaked at $90.3K in Q2 2024. 209 funds tracked by Wall St. Rank hold AGL as of Q3 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Agilon Health position as of Q3 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 552 Agilon Health shares in Q3 2024, an estimated $90.3K.
  • Laird Norton Wetherby Wealth Management first reported a position in Agilon Health in Q2 2024 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Agilon Health position peaked at $90.3K in Q2 2024.
  • 209 funds tracked by Wall St. Rank held Agilon Health as of Q3 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.