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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

Other funds holding AGIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Wealthstreet Investment Advisors's AGIO Position: Q2 2020 in Review

Wealthstreet Investment Advisors sold out of Agios Pharmaceuticals (AGIO) in Q2 2020, closing a stake of 34,900 shares — an estimated $1.24M sold.

Wealthstreet Investment Advisors first reported a position in AGIO in Q4 2017 and held it in 10 quarters. The position peaked at $2.54M in Q1 2018. 217 funds tracked by Wall St. Rank hold AGIO as of Q2 2020.

  • Wealthstreet Investment Advisors reported no remaining Agios Pharmaceuticals position as of Q2 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 34,900 Agios Pharmaceuticals shares in Q2 2020, an estimated $1.24M.
  • Wealthstreet Investment Advisors first reported a position in Agios Pharmaceuticals in Q4 2017 and held it in 10 quarters.
  • Wealthstreet Investment Advisors's Agios Pharmaceuticals position peaked at $2.54M in Q1 2018.
  • 217 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q2 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.