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WIA
Wealthstreet Investment Advisors’s
Agios Pharmaceuticals
AGIO
Stock Holding History
Wealthstreet Investment 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
2020
Q2
–
Sell
-34,900
Closed
-$1.24M
–
328
2020
Q1
$1.24M
Sell
34,900
-2,000
-5%
-$92.4K
0.18%
111
2019
Q4
$1.76M
Buy
36,900
+4,400
+14%
+$166K
0.21%
108
2019
Q3
$1.04M
Buy
32,500
+3,185
+11%
+$132K
0.13%
136
2019
Q2
$1.46M
Sell
29,315
-100
-0.3%
-$5.34K
0.19%
116
2019
Q1
$1.98M
Buy
29,415
+250
+0.9%
+$14.6K
0.26%
93
2018
Q4
$1.47M
Buy
29,165
+4,000
+16%
+$247K
0.21%
108
2018
Q3
$1.94M
Hold
25,165
–
–
0.24%
94
2018
Q2
$2.12M
Sell
25,165
-5,950
-19%
-$519K
0.28%
90
2018
Q1
$2.54M
Sell
31,115
-1,000
-3%
-$77.3K
0.32%
79
2017
Q4
$1.84M
Buy
+32,115
New
+$2.02M
0.22%
105
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$535B AUM
26.23%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
BG
Bellevue Group
Kuesnacht, Switzerland
$4.2B AUM
54.85%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
O
OrbiMed
New York
$4.59B AUM
125.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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