Fernwood Investment Management’s Agios Pharmaceuticals AGIO Stock Holding History

Fernwood Investment Management’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
2021 Q1	–	Sell	-5,750	Closed	-$249K	–	191
2020 Q4	$249K	Sell	5,750 -1,750	-23%	-$69.2K	0.1%	161
2020 Q3	$262K	Hold	7,500	–	–	0.12%	143
2020 Q2	$401K	Sell	7,500 -1,600	-18%	-$74.1K	0.2%	116
2020 Q1	$323K	Hold	9,100	–	–	0.21%	109
2019 Q4	$435K	Sell	9,100 -5,300	-37%	-$200K	0.21%	105
2019 Q3	$467K	Buy	14,400 +400	+3%	+$16.6K	0.23%	108
2019 Q2	$698K	Sell	14,000 -1,500	-10%	-$80.2K	0.38%	66
2019 Q1	$1.04M	Sell	15,500 -600	-4%	-$34.9K	0.56%	53
2018 Q4	$742K	Sell	16,100 -9,050	-36%	-$559K	0.48%	61
2018 Q3	$1.94M	Hold	25,150	–	–	1.03%	26
2018 Q2	$2.12M	Hold	25,150	–	–	1.14%	22
2018 Q1	$2.06M	Sell	25,150 -2,400	-9%	-$186K	1.15%	21
2017 Q4	$1.57M	Sell	27,550 -300	-1%	-$18.9K	0.84%	33
2017 Q3	$1.86M	Buy	+27,850	New	+$1.67M	1.16%	21

Other funds holding AGIO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

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

Fernwood Investment Management's AGIO Position: Q1 2021 in Review

Fernwood Investment Management sold out of Agios Pharmaceuticals (AGIO) in Q1 2021, closing a stake of 5,750 shares — an estimated $249K sold.

Fernwood Investment Management first reported a position in AGIO in Q3 2017 and held it in 14 quarters. The position peaked at $2.12M in Q2 2018. 174 funds tracked by Wall St. Rank hold AGIO as of Q1 2021.

Fernwood Investment Management reported no remaining Agios Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
Fernwood Investment Management sold 5,750 Agios Pharmaceuticals shares in Q1 2021, an estimated $249K.
Fernwood Investment Management first reported a position in Agios Pharmaceuticals in Q3 2017 and held it in 14 quarters.
Fernwood Investment Management's Agios Pharmaceuticals position peaked at $2.12M in Q2 2018.
174 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q1 2021.

Based on Fernwood Investment Management's 13F filing for Q1 2021, filed 6 May 2021.