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Mosaic Family Wealth’s Agios Pharmaceuticals AGIO Stock Holding History

Mosaic Family Wealth’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
2018
Q3 		– Sell
-100
Closed -$8K – 645
2018
Q2 		$8K Sell
100
-100
-50% -$8.72K ﹤0.01% 551
2018
Q1 		$16K Hold
200
– – 0.01% 456
2017
Q4 		$11K Hold
200
– – ﹤0.01% 515
2017
Q3 		$13K Hold
200
– – 0.01% 536
2017
Q2 		$10K Buy
+200
New +$10.2K ﹤0.01% 503

Other funds holding AGIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return

Mosaic Family Wealth's AGIO Position: Q3 2018 in Review

Mosaic Family Wealth sold out of Agios Pharmaceuticals (AGIO) in Q3 2018, closing a stake of 100 shares — an estimated $8K sold.

Mosaic Family Wealth first reported a position in AGIO in Q2 2017 and held it in 5 quarters. The position peaked at $16K in Q1 2018. 208 funds tracked by Wall St. Rank hold AGIO as of Q3 2018.

  • Mosaic Family Wealth reported no remaining Agios Pharmaceuticals position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 100 Agios Pharmaceuticals shares in Q3 2018, an estimated $8K.
  • Mosaic Family Wealth first reported a position in Agios Pharmaceuticals in Q2 2017 and held it in 5 quarters.
  • Mosaic Family Wealth's Agios Pharmaceuticals position peaked at $16K in Q1 2018.
  • 208 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.