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Next Financial Group’s Agios Pharmaceuticals AGIO Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-2,984
Closed -$142K – 2107
2019
Q4 		$142K Buy
+2,984
New +$113K 0.01% 817
2017
Q1 		– Sell
-200
Closed -$8K – 1872
2016
Q4 		$8K Hold
200
– – ﹤0.01% 1721
2016
Q3 		$11K Buy
+200
New +$8.71K ﹤0.01% 1598
2014
Q4 		– Sell
-150
Closed -$9K – 1893
2014
Q3 		$9K Hold
150
– – ﹤0.01% 1786
2014
Q2 		$6K Buy
+150
New +$6.11K ﹤0.01% 867

Other funds holding AGIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Next Financial Group's AGIO Position: Q1 2020 in Review

Next Financial Group sold out of Agios Pharmaceuticals (AGIO) in Q1 2020, closing a stake of 2,984 shares — an estimated $142K sold.

Next Financial Group first reported a position in AGIO in Q2 2014 and held it in 5 quarters. The position peaked at $142K in Q4 2019. 197 funds tracked by Wall St. Rank hold AGIO as of Q1 2020.

  • Next Financial Group reported no remaining Agios Pharmaceuticals position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 2,984 Agios Pharmaceuticals shares in Q1 2020, an estimated $142K.
  • Next Financial Group first reported a position in Agios Pharmaceuticals in Q2 2014 and held it in 5 quarters.
  • Next Financial Group's Agios Pharmaceuticals position peaked at $142K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.