Stratos Wealth Advisors’s Agilon Health AGL Stock Holding History

Stratos Wealth 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	-4,106	Closed	-$1.78M	–	667
2023 Q2	$1.78M	Hold	4,106	–	–	0.13%	215
2023 Q1	$2.44M	Hold	4,106	–	–	0.19%	146
2022 Q4	$1.66M	Sell	4,106 -616	-13%	-$289K	0.14%	204
2022 Q3	$2.77M	Buy	4,722 +4	+0.1%	+$2.4K	0.29%	98
2022 Q2	$2.58M	Buy	4,718 +3,846	+441%	+$1.95M	0.23%	113
2022 Q1	$553K	Hold	872	–	–	0.04%	359
2021 Q4	$589K	Buy	+872	New	+$531K	0.04%	368

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stratos Wealth Advisors's AGL Position: Q3 2023 in Review

Stratos Wealth Advisors sold out of Agilon Health (AGL) in Q3 2023, closing a stake of 4,106 shares — an estimated $1.78M sold.

Stratos Wealth Advisors first reported a position in AGL in Q4 2021 and held it in 7 quarters. The position peaked at $2.77M in Q3 2022. 177 funds tracked by Wall St. Rank hold AGL as of Q3 2023.

Stratos Wealth Advisors reported no remaining Agilon Health position as of Q3 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 4,106 Agilon Health shares in Q3 2023, an estimated $1.78M.
Stratos Wealth Advisors first reported a position in Agilon Health in Q4 2021 and held it in 7 quarters.
Stratos Wealth Advisors's Agilon Health position peaked at $2.77M in Q3 2022.
177 funds tracked by Wall St. Rank held Agilon Health as of Q3 2023.

Based on Stratos Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.