Avantax Planning Partners’s Agenus AGEN Stock Holding History

Avantax Planning Partners’s Portfolio AGEN Stock Details AGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-25	Closed	-$1K	–	296
2018 Q3	$1K	Buy	+25	New	+$984	﹤0.01%	1400
2018 Q2	–	Sell	-25	Closed	-$2K	–	263
2018 Q1	$2K	Buy	+25	New	+$2.22K	﹤0.01%	1575

Other funds holding AGEN

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avantax Planning Partners's AGEN Position: Q4 2018 in Review

Avantax Planning Partners sold out of Agenus (AGEN) in Q4 2018, closing a stake of 25 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in AGEN in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 92 funds tracked by Wall St. Rank hold AGEN as of Q4 2018.

Avantax Planning Partners reported no remaining Agenus position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 25 Agenus shares in Q4 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Agenus in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Agenus position peaked at $2K in Q1 2018.
92 funds tracked by Wall St. Rank held Agenus as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.