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Plante Moran Financial Advisors’s Agilon Health AGL Stock Holding History

Plante Moran 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
Q3 		– Sell
-9
Closed -$3.76K – 764
2023
Q2 		$3.76K Hold
9
– – ﹤0.01% 650
2023
Q1 		$5.15K Hold
9
– – ﹤0.01% 642
2022
Q4 		$3.5K Hold
9
– – ﹤0.01% 704
2022
Q3 		$5K Hold
9
– – ﹤0.01% 685
2022
Q2 		$5K Buy
+9
New +$4.55K ﹤0.01% 701

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Plante Moran Financial Advisors's AGL Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Agilon Health (AGL) in Q3 2023, closing a stake of 9 shares — an estimated $3.76K sold.

Plante Moran Financial Advisors first reported a position in AGL in Q2 2022 and held it in 5 quarters. The position peaked at $5.15K in Q1 2023. 177 funds tracked by Wall St. Rank hold AGL as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining Agilon Health position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 9 Agilon Health shares in Q3 2023, an estimated $3.76K.
  • Plante Moran Financial Advisors first reported a position in Agilon Health in Q2 2022 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Agilon Health position peaked at $5.15K in Q1 2023.
  • 177 funds tracked by Wall St. Rank held Agilon Health as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.