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Regal Investment Advisors’s Agilon Health AGL Stock Holding History

Regal Investment 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
Q4 		– Sell
-467
Closed -$208K – 545
2023
Q3 		$208K Sell
467
-89
-16% -$40.2K 0.02% 462
2023
Q2 		$241K Buy
+556
New +$312K 0.02% 441

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
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

Regal Investment Advisors's AGL Position: Q4 2023 in Review

Regal Investment Advisors sold out of Agilon Health (AGL) in Q4 2023, closing a stake of 467 shares — an estimated $208K sold.

Regal Investment Advisors first reported a position in AGL in Q2 2023 and held it in 2 quarters. The position peaked at $241K in Q2 2023. 193 funds tracked by Wall St. Rank hold AGL as of Q4 2023.

  • Regal Investment Advisors reported no remaining Agilon Health position as of Q4 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 467 Agilon Health shares in Q4 2023, an estimated $208K.
  • Regal Investment Advisors first reported a position in Agilon Health in Q2 2023 and held it in 2 quarters.
  • Regal Investment Advisors's Agilon Health position peaked at $241K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Agilon Health as of Q4 2023.

Based on Regal Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.