MYIA
AGEN

Mount Yale Investment Advisors’s Agenus AGEN Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-3,615
Closed -$16.5K – 694
2025
Q2 		$16.5K Buy
+3,615
New +$12.5K ﹤0.01% 1071
2024
Q2 		– Sell
-3,615
Closed -$41.9K – 546
2024
Q1 		$41.9K Hold
3,615
– – ﹤0.01% 528
2023
Q4 		$59.9K Hold
3,615
– – 0.01% 489
2023
Q3 		$81.7K Hold
3,615
– – 0.01% 491
2023
Q2 		$116K Sell
3,615
-69
-2% -$2.21K 0.01% 471
2023
Q1 		$110K Hold
3,684
– – 0.01% 472
2022
Q4 		$174K Hold
3,684
– – 0.02% 439
2022
Q3 		$148K Buy
+3,684
New +$188K 0.02% 431

Other funds holding AGEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mount Yale Investment Advisors's AGEN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Agenus (AGEN) in Q3 2025, closing a stake of 3,615 shares — an estimated $16.5K sold.

Mount Yale Investment Advisors first reported a position in AGEN in Q3 2022 and held it in 8 quarters. The position peaked at $174K in Q4 2022. 87 funds tracked by Wall St. Rank hold AGEN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Agenus position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,615 Agenus shares in Q3 2025, an estimated $16.5K.
  • Mount Yale Investment Advisors first reported a position in Agenus in Q3 2022 and held it in 8 quarters.
  • Mount Yale Investment Advisors's Agenus position peaked at $174K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held Agenus as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.