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Carroll Financial Associates’s Agios Pharmaceuticals AGIO Stock Holding History

Carroll Financial Associates’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
-655
Closed -$35K – 1475
2020
Q2 		$35K Sell
655
-709
-52% -$32.8K ﹤0.01% 725
2020
Q1 		$48K Buy
+1,364
New +$63K ﹤0.01% 577

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

Carroll Financial Associates's AGIO Position: Q3 2020 in Review

Carroll Financial Associates sold out of Agios Pharmaceuticals (AGIO) in Q3 2020, closing a stake of 655 shares — an estimated $35K sold.

Carroll Financial Associates first reported a position in AGIO in Q1 2020 and held it in 2 quarters. The position peaked at $48K in Q1 2020. 214 funds tracked by Wall St. Rank hold AGIO as of Q3 2020.

  • Carroll Financial Associates reported no remaining Agios Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 655 Agios Pharmaceuticals shares in Q3 2020, an estimated $35K.
  • Carroll Financial Associates first reported a position in Agios Pharmaceuticals in Q1 2020 and held it in 2 quarters.
  • Carroll Financial Associates's Agios Pharmaceuticals position peaked at $48K in Q1 2020.
  • 214 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.