AWM
AGN

Aries Wealth Management’s Allergan plc AGN Stock Holding History

Aries Wealth Management’s Portfolio AGN Stock Details AGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,598
Closed -$234K – 168
2019
Q1 		$234K Buy
+1,598
New +$232K 0.18% 123
2018
Q4 		– Sell
-1,147
Closed -$218K – 136
2018
Q3 		$218K Buy
1,147
+50
+5% +$9.19K 0.2% 116
2018
Q2 		$202K Buy
+1,097
New +$176K 0.19% 125

Other funds holding AGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aries Wealth Management's AGN Position: Q2 2019 in Review

Aries Wealth Management sold out of Allergan plc (AGN) in Q2 2019, closing a stake of 1,598 shares — an estimated $234K sold.

Aries Wealth Management first reported a position in AGN in Q2 2018 and held it in 3 quarters. The position peaked at $234K in Q1 2019. 970 funds tracked by Wall St. Rank hold AGN as of Q2 2019.

  • Aries Wealth Management reported no remaining Allergan plc position as of Q2 2019 after selling out during the quarter.
  • Aries Wealth Management sold 1,598 Allergan plc shares in Q2 2019, an estimated $234K.
  • Aries Wealth Management first reported a position in Allergan plc in Q2 2018 and held it in 3 quarters.
  • Aries Wealth Management's Allergan plc position peaked at $234K in Q1 2019.
  • 970 funds tracked by Wall St. Rank held Allergan plc as of Q2 2019.

Based on Aries Wealth Management's 13F filing for Q2 2019, filed 15 Jul 2019.