Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Agilon Health AGL Stock Holding History

Northwestern Mutual 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
2023
Q4 		– Sell
-2
Closed -$1.07K – 3467
2023
Q3 		$1.07K Hold
2
– – ﹤0.01% 3035
2023
Q2 		$902 Buy
+2
New +$1.12K ﹤0.01% 3108
2023
Q1 		– Hold
0
– – – 3187
2022
Q4 		– Hold
0
– – – 3262
2022
Q3 		– Sell
-1
Closed – – 3089
2022
Q2 		$0 Buy
+1
New +$506 ﹤0.01% 3147
2022
Q1 		– Hold
0
– – – 3078

Other funds holding AGL

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northwestern Mutual Wealth Management's AGL Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Agilon Health (AGL) in Q4 2023, closing a stake of 2 shares — an estimated $1.07K sold.

Northwestern Mutual Wealth Management first reported a position in AGL in Q2 2022 and held it in 3 quarters. The position peaked at $1.07K in Q3 2023. 193 funds tracked by Wall St. Rank hold AGL as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining Agilon Health position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2 Agilon Health shares in Q4 2023, an estimated $1.07K.
  • Northwestern Mutual Wealth Management first reported a position in Agilon Health in Q2 2022 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Agilon Health position peaked at $1.07K in Q3 2023.
  • 193 funds tracked by Wall St. Rank held Agilon Health as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.