ACA
AGN

Atlas Capital Advisors’s Allergan plc AGN Stock Holding History

Atlas Capital Advisors’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
2020
Q2 		– Sell
-823
Closed -$146K – 752
2020
Q1 		$146K Buy
823
+570
+225% +$107K 0.04% 316
2019
Q4 		$48.4K Buy
+253
New +$45.6K 0.01% 471
2019
Q1 		– Sell
-933
Closed -$125K – 609
2018
Q4 		$125K Buy
+933
New +$153K 0.05% 314

Other funds holding AGN

AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
C
Cerebellum San Francisco, California $21.5M AUM
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
JJ
JDC-JSC New York $20.8M AUM 30.94% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Atlas Capital Advisors's AGN Position: Q2 2020 in Review

Atlas Capital Advisors sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 823 shares — an estimated $146K sold.

Atlas Capital Advisors first reported a position in AGN in Q4 2018 and held it in 3 quarters. The position peaked at $146K in Q1 2020. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Atlas Capital Advisors reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Atlas Capital Advisors sold 823 Allergan plc shares in Q2 2020, an estimated $146K.
  • Atlas Capital Advisors first reported a position in Allergan plc in Q4 2018 and held it in 3 quarters.
  • Atlas Capital Advisors's Allergan plc position peaked at $146K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Atlas Capital Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.