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Prospera Financial Services’s Agilon Health AGL Stock Holding History

Prospera Financial Services’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 		– Sell
-1,855
Closed -$1.09M – 892
2022
Q3 		$1.09M Buy
+1,855
New +$1.11M 0.06% 346
2022
Q2 		– Sell
-5
Closed -$3K – 1631
2022
Q1 		$3K Buy
+5
New +$2.58K ﹤0.01% 2362

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
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 $5.72T AUM 30.48% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Prospera Financial Services's AGL Position: Q4 2022 in Review

Prospera Financial Services sold out of Agilon Health (AGL) in Q4 2022, closing a stake of 1,855 shares — an estimated $1.09M sold.

Prospera Financial Services first reported a position in AGL in Q1 2022 and held it in 2 quarters. The position peaked at $1.09M in Q3 2022. 166 funds tracked by Wall St. Rank hold AGL as of Q4 2022.

  • Prospera Financial Services reported no remaining Agilon Health position as of Q4 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,855 Agilon Health shares in Q4 2022, an estimated $1.09M.
  • Prospera Financial Services first reported a position in Agilon Health in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Agilon Health position peaked at $1.09M in Q3 2022.
  • 166 funds tracked by Wall St. Rank held Agilon Health as of Q4 2022.

Based on Prospera Financial Services's 13F filing for Q4 2022, filed 8 Feb 2023.