SWM
AGN

Sugarloaf Wealth Management’s Allergan plc AGN Stock Holding History

Sugarloaf 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
-565
Closed -$100K – 752
2020
Q1 		$100K Buy
565
+125
+28% +$23.5K 0.04% 155
2019
Q4 		$84K Buy
+440
New +$79.4K 0.04% 197

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

Sugarloaf Wealth Management's AGN Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 565 shares — an estimated $100K sold.

Sugarloaf Wealth Management first reported a position in AGN in Q4 2019 and held it in 2 quarters. The position peaked at $100K in Q1 2020. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 565 Allergan plc shares in Q2 2020, an estimated $100K.
  • Sugarloaf Wealth Management first reported a position in Allergan plc in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Allergan plc position peaked at $100K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.