BWA
AGN

BDO Wealth Advisors’s Allergan plc AGN Stock Holding History

BDO Wealth 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
-3
Closed -$1K – 799
2020
Q1 		$1K Sell
3
-3,942
-100% -$742K ﹤0.01% 738
2019
Q4 		$754K Sell
3,945
-403
-9% -$72.7K 0.19% 95
2019
Q3 		$732K Buy
4,348
+705
+19% +$115K 0.19% 97
2019
Q2 		$610K Buy
3,643
+74
+2% +$10.2K 0.17% 100
2019
Q1 		$522K Buy
3,569
+406
+13% +$58.9K 0.15% 106
2018
Q4 		$423K Sell
3,163
-739
-19% -$121K 0.15% 104
2018
Q3 		$743K Buy
3,902
+1,106
+40% +$203K 0.24% 77
2018
Q2 		$466K Buy
2,796
+136
+5% +$21.8K 0.16% 96
2018
Q1 		$448K Buy
2,660
+889
+50% +$149K 0.17% 89
2017
Q4 		$290K Buy
1,771
+125
+8% +$22.4K 0.13% 96
2017
Q3 		$337K Sell
1,646
-150
-8% -$34.9K 0.17% 86
2017
Q2 		$436K Buy
+1,796
New +$422K 0.19% 87

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

BDO Wealth Advisors's AGN Position: Q2 2020 in Review

BDO Wealth Advisors sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 3 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in AGN in Q2 2017 and held it in 12 quarters. The position peaked at $754K in Q4 2019. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • BDO Wealth Advisors reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 3 Allergan plc shares in Q2 2020, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Allergan plc in Q2 2017 and held it in 12 quarters.
  • BDO Wealth Advisors's Allergan plc position peaked at $754K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.