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Stratos Wealth Partners’s Agilon Health AGL Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-1,249
Closed -$392K – 1383
2023
Q4 		$392K Sell
1,249
-40
-3% -$14.5K 0.01% 969
2023
Q3 		$572K Hold
1,289
– – 0.01% 778
2023
Q2 		$559K Sell
1,289
-49
-4% -$27.5K 0.01% 725
2023
Q1 		$794K Sell
1,338
-84
-6% -$47K 0.02% 548
2022
Q4 		$574K Hold
1,422
– – 0.01% 685
2022
Q3 		$833K Sell
1,422
-120
-8% -$71.9K 0.02% 536
2022
Q2 		$842K Buy
1,542
+20
+1% +$10.1K 0.02% 559
2022
Q1 		$965K Sell
1,522
-86
-5% -$44.3K 0.02% 568
2021
Q4 		$1.08M Buy
+1,608
New +$978K 0.02% 533

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stratos Wealth Partners's AGL Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Agilon Health (AGL) in Q1 2024, closing a stake of 1,249 shares — an estimated $392K sold.

Stratos Wealth Partners first reported a position in AGL in Q4 2021 and held it in 9 quarters. The position peaked at $1.08M in Q4 2021. 198 funds tracked by Wall St. Rank hold AGL as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Agilon Health position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,249 Agilon Health shares in Q1 2024, an estimated $392K.
  • Stratos Wealth Partners first reported a position in Agilon Health in Q4 2021 and held it in 9 quarters.
  • Stratos Wealth Partners's Agilon Health position peaked at $1.08M in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Agilon Health as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.