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Steward Partners Investment Advisory’s Agilon Health AGL Stock Holding History

Steward Partners Investment Advisory’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
2024
Q4 		– Sell
-5
Closed -$448 – 3969
2024
Q3 		$448 Hold
5
– – ﹤0.01% 3607
2024
Q2 		$746 Buy
+5
New +$712 ﹤0.01% 3429

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Steward Partners Investment Advisory's AGL Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Agilon Health (AGL) in Q4 2024, closing a stake of 5 shares — an estimated $448 sold.

Steward Partners Investment Advisory first reported a position in AGL in Q2 2024 and held it in 2 quarters. The position peaked at $746 in Q2 2024. 184 funds tracked by Wall St. Rank hold AGL as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Agilon Health position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 5 Agilon Health shares in Q4 2024, an estimated $448.
  • Steward Partners Investment Advisory first reported a position in Agilon Health in Q2 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Agilon Health position peaked at $746 in Q2 2024.
  • 184 funds tracked by Wall St. Rank held Agilon Health as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.