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 – 207
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 $5.64B AUM 18.33% 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

Forvis Mazars Wealth Advisors's AGN Position: Q2 2020 in Review

Forvis Mazars Wealth Advisors sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 1,271 shares — an estimated $225K sold.

Forvis Mazars Wealth Advisors first reported a position in AGN in Q4 2015 and held it in 7 quarters. The position peaked at $288K in Q4 2019. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Forvis Mazars Wealth Advisors reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,271 Allergan plc shares in Q2 2020, an estimated $225K.
  • Forvis Mazars Wealth Advisors first reported a position in Allergan plc in Q4 2015 and held it in 7 quarters.
  • Forvis Mazars Wealth Advisors's Allergan plc position peaked at $288K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.