Wingate Wealth Advisors’s Agenus AGEN Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-457	Closed	-$1.25K	–	104
2024 Q4	$1.25K	Buy	+457	New	+$1.69K	﹤0.01%	446

Other funds holding AGEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wingate Wealth Advisors's AGEN Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Agenus (AGEN) in Q1 2025, closing a stake of 457 shares — an estimated $1.25K sold.

Wingate Wealth Advisors first reported a position in AGEN in Q4 2024 and held it in 1 quarter. The position peaked at $1.25K in Q4 2024. 88 funds tracked by Wall St. Rank hold AGEN as of Q1 2025.

Wingate Wealth Advisors reported no remaining Agenus position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 457 Agenus shares in Q1 2025, an estimated $1.25K.
Wingate Wealth Advisors first reported a position in Agenus in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Agenus position peaked at $1.25K in Q4 2024.
88 funds tracked by Wall St. Rank held Agenus as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.