Ownership history in Values First Advisors, Inc. Β· 7 quarters on record
This page tracks every 13F SEC filing in which Values First Advisors, Inc. reported a position in AGENUS INC (AGEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Values First Advisors, Inc. outperformed the S&P 500 by +43.0% annually on this AGEN position. Timing score: 80% (4/5 decisions correct). Average cost basis: $2.61. Maximum drawdown during holding period: β72.4%.
π₯ Exceptional β beat the S&P 500 by 43.0% per year on this position.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $1.51 (2025 Q1) Β· Worst: $4.57 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 4 trims. Bought during 1 of 4 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size