HBK Sorce Advisory’s Agios Pharmaceuticals AGIO Stock Holding History

HBK Sorce 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 Q1	–	Sell	-73,798	Closed	-$331K	–	595
2022 Q4	$331K	Buy	73,798 +17,899	+32%	+$504K	0.01%	524
2022 Q3	$169K	Buy	+55,899	New	+$1.5M	0.01%	469
2021 Q4	–	Sell	-5,899	Closed	-$272K	–	596
2021 Q3	$272K	Hold	5,899	–	–	0.02%	470
2021 Q2	$325K	Hold	5,899	–	–	0.02%	428
2021 Q1	$305K	Hold	5,899	–	–	0.02%	400
2020 Q4	$256K	Hold	5,899	–	–	0.02%	416
2020 Q3	$206K	Buy	+5,899	New	+$259K	0.01%	419

Other funds holding AGIO

Wellington Management Group

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

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

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return