PWP
AGEN

Personal Wealth Partners’s Agenus AGEN Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-76
Closed -$8K – 87
2021
Q2 		$8K Buy
+76
New +$5.7K ﹤0.01% 284
2020
Q1 		– Sell
-76
Closed -$6K – 77
2019
Q4 		$6K Hold
76
– – ﹤0.01% 259
2019
Q3 		$4K Hold
76
– – ﹤0.01% 282
2019
Q2 		$5K Buy
+76
New +$4.15K ﹤0.01% 241

Other funds holding AGEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Personal Wealth Partners's AGEN Position: Q3 2021 in Review

Personal Wealth Partners sold out of Agenus (AGEN) in Q3 2021, closing a stake of 76 shares — an estimated $8K sold.

Personal Wealth Partners first reported a position in AGEN in Q2 2019 and held it in 4 quarters. The position peaked at $8K in Q2 2021. 164 funds tracked by Wall St. Rank hold AGEN as of Q3 2021.

  • Personal Wealth Partners reported no remaining Agenus position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 76 Agenus shares in Q3 2021, an estimated $8K.
  • Personal Wealth Partners first reported a position in Agenus in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Agenus position peaked at $8K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Agenus as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.