BEW
AGEN

Burton Enright Welch’s Agenus AGEN Stock Holding History

Burton Enright Welch’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
2023
Q3 		– Sell
-3,000
Closed -$96K – 72
2023
Q2 		$96K Sell
3,000
-57
-2% -$1.82K 0.03% 72
2023
Q1 		$91.2K Buy
3,057
+509
+20% +$21.5K 0.03% 66
2022
Q4 		$120K Buy
2,548
+255
+11% +$13K 0.05% 62
2022
Q3 		$92.3K Hold
2,293
– – 0.05% 60
2022
Q2 		$87.3K Hold
2,293
– – 0.05% 62
2022
Q1 		$111K Hold
2,293
– – 0.06% 61
2021
Q4 		$145K Buy
+2,293
New +$181K 0.1% 58

Other funds holding AGEN

DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burton Enright Welch's AGEN Position: Q3 2023 in Review

Burton Enright Welch sold out of Agenus (AGEN) in Q3 2023, closing a stake of 3,000 shares — an estimated $96K sold.

Burton Enright Welch first reported a position in AGEN in Q4 2021 and held it in 7 quarters. The position peaked at $145K in Q4 2021. 161 funds tracked by Wall St. Rank hold AGEN as of Q3 2023.

  • Burton Enright Welch reported no remaining Agenus position as of Q3 2023 after selling out during the quarter.
  • Burton Enright Welch sold 3,000 Agenus shares in Q3 2023, an estimated $96K.
  • Burton Enright Welch first reported a position in Agenus in Q4 2021 and held it in 7 quarters.
  • Burton Enright Welch's Agenus position peaked at $145K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Agenus as of Q3 2023.

Based on Burton Enright Welch's 13F filing for Q3 2023, filed 9 Mar 2026.