Level Financial Advisors’s Agilon Health AGL Stock Holding History

Level Financial 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 Q2	–	Sell	-249	Closed	-$148K	–	285
2023 Q1	$148K	Sell	249 -93	-27%	-$52.1K	0.09%	58
2022 Q4	$138K	Sell	342 -94	-22%	-$44.1K	0.09%	58
2022 Q3	$255K	Sell	436 -93	-18%	-$55.7K	0.19%	44
2022 Q2	$289K	Buy	+529	New	+$268K	0.21%	39
2022 Q1	–	Sell	-40	Closed	-$27K	–	230
2021 Q4	$27K	Buy	+40	New	+$24.3K	0.02%	121

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Level Financial Advisors's AGL Position: Q2 2023 in Review

Level Financial Advisors sold out of Agilon Health (AGL) in Q2 2023, closing a stake of 249 shares — an estimated $148K sold.

Level Financial Advisors first reported a position in AGL in Q4 2021 and held it in 5 quarters. The position peaked at $289K in Q2 2022. 184 funds tracked by Wall St. Rank hold AGL as of Q2 2023.

Level Financial Advisors reported no remaining Agilon Health position as of Q2 2023 after selling out during the quarter.
Level Financial Advisors sold 249 Agilon Health shares in Q2 2023, an estimated $148K.
Level Financial Advisors first reported a position in Agilon Health in Q4 2021 and held it in 5 quarters.
Level Financial Advisors's Agilon Health position peaked at $289K in Q2 2022.
184 funds tracked by Wall St. Rank held Agilon Health as of Q2 2023.

Based on Level Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.