Bell Investment Advisors’s Agenus AGEN Stock Holding History

Bell Investment Advisors’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
2025 Q1	–	Sell	-146	Closed	-$401	–	1906
2024 Q4	$401	Buy	+146	New	+$540	﹤0.01%	1831

Other funds holding AGEN

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

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

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

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bell Investment Advisors's AGEN Position: Q1 2025 in Review

Bell Investment Advisors sold out of Agenus (AGEN) in Q1 2025, closing a stake of 146 shares — an estimated $401 sold.

Bell Investment Advisors first reported a position in AGEN in Q4 2024 and held it in 1 quarter. The position peaked at $401 in Q4 2024. 88 funds tracked by Wall St. Rank hold AGEN as of Q1 2025.

Bell Investment Advisors reported no remaining Agenus position as of Q1 2025 after selling out during the quarter.
Bell Investment Advisors sold 146 Agenus shares in Q1 2025, an estimated $401.
Bell Investment Advisors first reported a position in Agenus in Q4 2024 and held it in 1 quarter.
Bell Investment Advisors's Agenus position peaked at $401 in Q4 2024.
88 funds tracked by Wall St. Rank held Agenus as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.