SFA
AGN

Sequoia Financial Advisors’s Allergan plc AGN Stock Holding History

Sequoia Financial 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
-1,185
Closed -$210K – 414
2020
Q1 		$210K Buy
1,185
+95
+9% +$17.9K 0.02% 326
2019
Q4 		$208K Buy
+1,090
New +$197K 0.01% 359

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

Sequoia Financial Advisors's AGN Position: Q2 2020 in Review

Sequoia Financial Advisors sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 1,185 shares — an estimated $210K sold.

Sequoia Financial Advisors first reported a position in AGN in Q4 2019 and held it in 2 quarters. The position peaked at $210K in Q1 2020. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Sequoia Financial Advisors reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,185 Allergan plc shares in Q2 2020, an estimated $210K.
  • Sequoia Financial Advisors first reported a position in Allergan plc in Q4 2019 and held it in 2 quarters.
  • Sequoia Financial Advisors's Allergan plc position peaked at $210K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Sequoia Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.