KFI
AGEN

Key Financial Inc’s Agenus AGEN Stock Holding History

Key Financial Inc’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
2024
Q2 		– Sell
-150
Closed -$1.74K – 1340
2024
Q1 		$1.74K Hold
150
– – ﹤0.01% 1116
2023
Q4 		$2.48K Hold
150
– – ﹤0.01% 1067
2023
Q3 		$3.39K Hold
150
– – ﹤0.01% 1036
2023
Q2 		$4.8K Sell
150
-3
-2% -$96 ﹤0.01% 950
2023
Q1 		$4.56K Hold
153
– – ﹤0.01% 828
2022
Q4 		$6.15K Hold
153
– – ﹤0.01% 747
2022
Q3 		$6K Hold
153
– – ﹤0.01% 738
2022
Q2 		$6K Hold
153
– – ﹤0.01% 741
2022
Q1 		$7K Hold
153
– – ﹤0.01% 706
2021
Q4 		$10K Hold
153
– – 0.01% 579
2021
Q3 		$16K Buy
+153
New +$17.3K 0.01% 499

Other funds holding AGEN

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
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Key Financial Inc's AGEN Position: Q2 2024 in Review

Key Financial Inc sold out of Agenus (AGEN) in Q2 2024, closing a stake of 150 shares — an estimated $1.74K sold.

Key Financial Inc first reported a position in AGEN in Q3 2021 and held it in 11 quarters. The position peaked at $16K in Q3 2021. 89 funds tracked by Wall St. Rank hold AGEN as of Q2 2024.

  • Key Financial Inc reported no remaining Agenus position as of Q2 2024 after selling out during the quarter.
  • Key Financial Inc sold 150 Agenus shares in Q2 2024, an estimated $1.74K.
  • Key Financial Inc first reported a position in Agenus in Q3 2021 and held it in 11 quarters.
  • Key Financial Inc's Agenus position peaked at $16K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held Agenus as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.