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Wipfli Financial Advisors’s Agilon Health AGL Stock Holding History

Wipfli 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
Q3 		$1K Buy
+2
New +$1.2K ﹤0.01% 2358

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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

Wipfli Financial Advisors's AGL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Agilon Health (AGL) in Q3 2022: 2 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2358 among its holdings.

176 funds tracked by Wall St. Rank hold AGL as of Q3 2022.

  • Wipfli Financial Advisors held 2 shares of Agilon Health worth $1K as of Q3 2022.
  • Agilon Health was a new Wipfli Financial Advisors position in Q3 2022.
  • Agilon Health made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2358 holding.
  • 176 funds tracked by Wall St. Rank held Agilon Health as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.