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Regent Peak Wealth Advisors’s Agios Pharmaceuticals AGIO Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-12
Closed -$1K – 173
2020
Q4 		$1K Buy
+12
New +$474 ﹤0.01% 873

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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regent Peak Wealth Advisors's AGIO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Agios Pharmaceuticals (AGIO) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in AGIO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 174 funds tracked by Wall St. Rank hold AGIO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Agios Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 12 Agios Pharmaceuticals shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Agios Pharmaceuticals in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Agios Pharmaceuticals position peaked at $1K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.