FMWA
AGN

Forvis Mazars Wealth Advisors’s Allergan plc AGN Stock Holding History

Forvis Mazars 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
-1,271
Closed -$225K – 320
2020
Q1 		$225K Sell
1,271
-235
-16% -$44.2K 0.02% 260
2019
Q4 		$288K Buy
+1,506
New +$272K 0.02% 243
2017
Q4 		– Sell
-987
Closed -$202K – 250
2017
Q3 		$202K Buy
987
+42
+4% +$9.77K 0.02% 218
2017
Q2 		$230K Buy
945
+27
+3% +$6.34K 0.03% 206
2017
Q1 		$219K Buy
+918
New +$214K 0.03% 199
2016
Q4 		– Sell
-1,005
Closed -$231K – 211
2016
Q3 		$231K Buy
+1,005
New +$246K 0.03% 172
2016
Q1 		– Sell
-639
Closed -$200K – 208
2015
Q4 		$200K Buy
+639
New +$190K 0.03% 186

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