EWA
AGN

Evolution Wealth Advisors’s Allergan plc AGN Stock Holding History

Evolution 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
-144
Closed -$26K – 581
2020
Q1 		$26K Sell
144
-76
-35% -$14.3K 0.01% 140
2019
Q4 		$42K Buy
220
+152
+224% +$27.4K 0.01% 164
2019
Q3 		$11K Sell
68
-113
-62% -$18.4K 0.01% 165
2019
Q2 		$30K Buy
+181
New +$25.1K 0.01% 107

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

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

Evolution Wealth Advisors sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 144 shares — an estimated $26K sold.

Evolution Wealth Advisors first reported a position in AGN in Q2 2019 and held it in 4 quarters. The position peaked at $42K in Q4 2019. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Evolution Wealth Advisors reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 144 Allergan plc shares in Q2 2020, an estimated $26K.
  • Evolution Wealth Advisors first reported a position in Allergan plc in Q2 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's Allergan plc position peaked at $42K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.