RDWM
AGN

Red Door Wealth Management’s Allergan plc AGN Stock Holding History

Red Door 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
-200
Closed -$35K – 503
2020
Q1 		$35K Buy
+200
New +$37.7K 0.03% 192

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

Red Door Wealth Management's AGN Position: Q2 2020 in Review

Red Door Wealth Management sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 200 shares — an estimated $35K sold.

Red Door Wealth Management first reported a position in AGN in Q1 2020 and held it in 1 quarter. The position peaked at $35K in Q1 2020. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Red Door Wealth Management reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Red Door Wealth Management sold 200 Allergan plc shares in Q2 2020, an estimated $35K.
  • Red Door Wealth Management first reported a position in Allergan plc in Q1 2020 and held it in 1 quarter.
  • Red Door Wealth Management's Allergan plc position peaked at $35K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Red Door Wealth Management's 13F filing for Q2 2020, filed 7 Jul 2020.