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Berman Capital Advisors’s Agios Pharmaceuticals AGIO Stock Holding History

Berman Capital Advisors’s Portfolio AGIO Stock Details AGIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5
Closed – – 1579
2020
Q2 		$0 Sell
5
-14
-74% -$648 ﹤0.01% 1588
2020
Q1 		$0 Buy
+19
New +$878 ﹤0.01% 1443
2019
Q3 		– Sell
-22
Closed -$1K – 1437
2019
Q2 		$1K Buy
22
+3
+16% +$160 ﹤0.01% 1290
2019
Q1 		$1K Buy
+19
New +$1.11K ﹤0.01% 1169

Other funds holding AGIO

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's AGIO Position: Q3 2020 in Review

Berman Capital Advisors sold out of Agios Pharmaceuticals (AGIO) in Q3 2020, closing a stake of 5 shares.

Berman Capital Advisors first reported a position in AGIO in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 214 funds tracked by Wall St. Rank hold AGIO as of Q3 2020.

  • Berman Capital Advisors reported no remaining Agios Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 5 Agios Pharmaceuticals shares in Q3 2020.
  • Berman Capital Advisors first reported a position in Agios Pharmaceuticals in Q1 2019 and held it in 4 quarters.
  • Berman Capital Advisors's Agios Pharmaceuticals position peaked at $1K in Q2 2019.
  • 214 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.