BCWM
AGN

Blue Chip Wealth Management’s Allergan plc AGN Stock Holding History

Blue Chip 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
2020
Q2 		– Sell
-1,444
Closed -$256K – 103
2020
Q1 		$256K Buy
1,444
+50
+4% +$9.41K 0.32% 73
2019
Q4 		$266K Sell
1,394
-112
-7% -$20.2K 0.25% 85
2019
Q3 		$253K Hold
1,506
– – 0.26% 86
2019
Q2 		$252K Hold
1,506
– – 0.27% 83
2019
Q1 		$220K Buy
+1,506
New +$218K 0.25% 87
2018
Q4 		– Sell
-1,531
Closed -$292K – 101
2018
Q3 		$292K Sell
1,531
-350
-19% -$64.3K 0.29% 80
2018
Q2 		$314K Sell
1,881
-142
-7% -$22.8K 0.34% 77
2018
Q1 		$340K Buy
+2,023
New +$339K 0.35% 67

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

Blue Chip Wealth Management's AGN Position: Q2 2020 in Review

Blue Chip Wealth Management sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 1,444 shares — an estimated $256K sold.

Blue Chip Wealth Management first reported a position in AGN in Q1 2018 and held it in 8 quarters. The position peaked at $340K in Q1 2018. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Blue Chip Wealth Management reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Blue Chip Wealth Management sold 1,444 Allergan plc shares in Q2 2020, an estimated $256K.
  • Blue Chip Wealth Management first reported a position in Allergan plc in Q1 2018 and held it in 8 quarters.
  • Blue Chip Wealth Management's Allergan plc position peaked at $340K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Blue Chip Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.