OIA
AGN

OneDigital Investment Advisors’s Allergan plc AGN Stock Holding History

OneDigital Investment 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
2019
Q2 		– Sell
-61
Closed -$9K – 1314
2019
Q1 		$9K Buy
61
+19
+45% +$2.75K ﹤0.01% 913
2018
Q4 		$6K Buy
+42
New +$6.88K ﹤0.01% 940
2018
Q1 		– Sell
-155
Closed -$25K – 1400
2017
Q4 		$25K Hold
155
– – ﹤0.01% 736
2017
Q3 		$32K Hold
155
– – 0.01% 496
2017
Q2 		$38K Buy
+155
New +$36.4K 0.01% 556

Other funds holding AGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OneDigital Investment Advisors's AGN Position: Q2 2019 in Review

OneDigital Investment Advisors sold out of Allergan plc (AGN) in Q2 2019, closing a stake of 61 shares — an estimated $9K sold.

OneDigital Investment Advisors first reported a position in AGN in Q2 2017 and held it in 5 quarters. The position peaked at $38K in Q2 2017. 971 funds tracked by Wall St. Rank hold AGN as of Q2 2019.

  • OneDigital Investment Advisors reported no remaining Allergan plc position as of Q2 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 61 Allergan plc shares in Q2 2019, an estimated $9K.
  • OneDigital Investment Advisors first reported a position in Allergan plc in Q2 2017 and held it in 5 quarters.
  • OneDigital Investment Advisors's Allergan plc position peaked at $38K in Q2 2017.
  • 971 funds tracked by Wall St. Rank held Allergan plc as of Q2 2019.

Based on OneDigital Investment Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.