Harbor Investment Advisory’s Agios Pharmaceuticals AGIO Stock Holding History

Harbor Investment Advisory’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
2023 Q3	–	Sell	-1,375	Closed	-$38.9K	–	1189
2023 Q2	$38.9K	Buy	1,375 +217	+19%	+$5.4K	0.01%	773
2023 Q1	$26.6K	Hold	1,158	–	–	﹤0.01%	853
2022 Q4	$32.5K	Hold	1,158	–	–	0.01%	791
2022 Q3	$33K	Hold	1,158	–	–	0.01%	791
2022 Q2	$26K	Hold	1,158	–	–	﹤0.01%	847
2022 Q1	$34K	Buy	1,158 +234	+25%	+$7.15K	﹤0.01%	828
2021 Q4	$30K	Hold	924	–	–	﹤0.01%	860
2021 Q3	$43K	Sell	924 -4,607	-83%	-$223K	0.01%	772
2021 Q2	$305K	Hold	5,531	–	–	0.04%	292
2021 Q1	$286K	Buy	5,531 +1,162	+27%	+$57.5K	0.04%	280
2020 Q4	$189K	Buy	4,369 +3,698	+551%	+$146K	0.03%	322
2020 Q3	$23K	Buy	671 +335	+100%	+$14.7K	﹤0.01%	698
2020 Q2	$18K	Hold	336	–	–	﹤0.01%	659
2020 Q1	$12K	Buy	+336	New	+$15.5K	﹤0.01%	684

Other funds holding AGIO

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harbor Investment Advisory's AGIO Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Agios Pharmaceuticals (AGIO) in Q3 2023, closing a stake of 1,375 shares — an estimated $38.9K sold.

Harbor Investment Advisory first reported a position in AGIO in Q1 2020 and held it in 14 quarters. The position peaked at $305K in Q2 2021. 145 funds tracked by Wall St. Rank hold AGIO as of Q3 2023.

Harbor Investment Advisory reported no remaining Agios Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 1,375 Agios Pharmaceuticals shares in Q3 2023, an estimated $38.9K.
Harbor Investment Advisory first reported a position in Agios Pharmaceuticals in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's Agios Pharmaceuticals position peaked at $305K in Q2 2021.
145 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.