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Trinity Financial Advisors’s Agilon Health AGL Stock Holding History

Trinity Financial 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
2022
Q1 		– Sell
-296
Closed -$200K – 64
2021
Q4 		$200K Buy
+296
New +$180K 0.12% 61

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Trinity Financial Advisors's AGL Position: Q1 2022 in Review

Trinity Financial Advisors sold out of Agilon Health (AGL) in Q1 2022, closing a stake of 296 shares — an estimated $200K sold.

Trinity Financial Advisors first reported a position in AGL in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 121 funds tracked by Wall St. Rank hold AGL as of Q1 2022.

  • Trinity Financial Advisors reported no remaining Agilon Health position as of Q1 2022 after selling out during the quarter.
  • Trinity Financial Advisors sold 296 Agilon Health shares in Q1 2022, an estimated $200K.
  • Trinity Financial Advisors first reported a position in Agilon Health in Q4 2021 and held it in 1 quarter.
  • Trinity Financial Advisors's Agilon Health position peaked at $200K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Agilon Health as of Q1 2022.

Based on Trinity Financial Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.