Ladenburg Thalmann Financial Services’s Agios Pharmaceuticals AGIO Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$15K	Buy	324 +14	+5%	+$529	﹤0.01%	4276
2019 Q3	$10K	Hold	310	–	–	﹤0.01%	4381
2019 Q2	$15K	Sell	310 -24	-7%	-$1.28K	﹤0.01%	4216
2019 Q1	$23K	Buy	334 +9	+3%	+$524	﹤0.01%	3900
2018 Q4	$15K	Buy	325 +315	+3,150%	+$19.4K	﹤0.01%	4018
2018 Q3	$1K	Buy	+10	New	+$804	﹤0.01%	4957
2017 Q2	–	Sell	-150	Closed	-$9K	–	4857
2017 Q1	$9K	Buy	+150	New	+$7.19K	﹤0.01%	4028
2016 Q3	–	Sell	-127	Closed	-$5K	–	4757
2016 Q2	$5K	Sell	127 -145	-53%	-$7.16K	﹤0.01%	4100
2016 Q1	$11K	Buy	272 +70	+35%	+$2.99K	﹤0.01%	3629
2015 Q4	$13K	Sell	202 -3	-1%	-$197	﹤0.01%	3506
2015 Q3	$14K	Sell	205 -6	-3%	-$586	﹤0.01%	3314
2015 Q2	$23K	Hold	211	–	–	﹤0.01%	3132
2015 Q1	$20K	Buy	211 +140	+197%	+$15.7K	﹤0.01%	3174
2014 Q4	$8K	Hold	71	–	–	﹤0.01%	3501
2014 Q3	$4K	Hold	71	–	–	﹤0.01%	3460
2014 Q2	$3K	Buy	+71	New	+$2.89K	﹤0.01%	3512

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services's AGIO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Agios Pharmaceuticals (AGIO) stake by 4.5% in Q4 2019, buying an estimated $529 and bringing the position to 324 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4276.

Ladenburg Thalmann Financial Services first reported a position in AGIO in Q2 2014 and has held it in 16 quarters since. The position peaked at $23K in Q1 2019. 199 funds tracked by Wall St. Rank hold AGIO as of Q4 2019.

Ladenburg Thalmann Financial Services held 324 shares of Agios Pharmaceuticals worth $15K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 14 Agios Pharmaceuticals shares in Q4 2019, an estimated $529.
Agios Pharmaceuticals made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4276 holding.
Ladenburg Thalmann Financial Services first reported a position in Agios Pharmaceuticals in Q2 2014 and has held it in 16 quarters since.
Ladenburg Thalmann Financial Services's Agios Pharmaceuticals position peaked at $23K in Q1 2019.
199 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.