TWA
AGN

TCI Wealth Advisors’s Allergan plc AGN Stock Holding History

TCI 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
-296
Closed -$52K – 1776
2020
Q1 		$52K Buy
296
+274
+1,245% +$51.6K 0.03% 299
2019
Q4 		$4K Buy
22
+8
+57% +$1.44K ﹤0.01% 977
2019
Q3 		$2K Buy
+14
New +$2.28K ﹤0.01% 1195
2019
Q2 		– Sell
-9
Closed -$1K – 1625
2019
Q1 		$1K Buy
9
+4
+80% +$580 ﹤0.01% 1376
2018
Q4 		$1K Sell
5
-25
-83% -$4.1K ﹤0.01% 1388
2018
Q3 		$6K Buy
30
+2
+7% +$367 ﹤0.01% 771
2018
Q2 		$5K Buy
28
+16
+133% +$2.57K ﹤0.01% 804
2018
Q1 		$2K Sell
12
-14
-54% -$2.35K ﹤0.01% 1049
2017
Q4 		$4K Sell
26
-14
-35% -$2.51K ﹤0.01% 863
2017
Q3 		$8K Sell
40
-29
-42% -$6.74K ﹤0.01% 654
2017
Q2 		$17K Buy
69
+20
+41% +$4.7K 0.01% 492
2017
Q1 		$12K Sell
49
-334
-87% -$77.8K 0.01% 554
2016
Q4 		$80K Buy
383
+188
+96% +$38.9K 0.04% 258
2016
Q3 		$45K Buy
195
+32
+20% +$7.82K 0.02% 313
2016
Q2 		$38K Sell
163
-2,119
-93% -$489K 0.02% 329
2016
Q1 		$612K Sell
2,282
-41
-2% -$11.7K 0.34% 67
2015
Q4 		$726K Buy
2,323
+104
+5% +$31K 0.4% 62
2015
Q3 		$603K Buy
2,219
+5
+0.2% +$1.54K 0.36% 64
2015
Q2 		$672K Sell
2,214
-114
-5% -$34K 0.38% 59
2015
Q1 		$693K Buy
2,328
+2,234
+2,377% +$637K 0.43% 54
2014
Q4 		$24K Sell
94
-57
-38% -$14.2K 0.01% 335
2014
Q3 		$36K Buy
151
+103
+215% +$23.1K 0.02% 261
2014
Q2 		$11K Buy
48
+36
+300% +$7.45K 0.01% 450
2014
Q1 		$2K Buy
+12
New +$2.38K ﹤0.01% 755
2013
Q4 		– Sell
-54
Closed -$8K – 897
2013
Q3 		$8K Buy
+54
New +$7.19K 0.01% 416

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

TCI Wealth Advisors's AGN Position: Q2 2020 in Review

TCI Wealth Advisors sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 296 shares — an estimated $52K sold.

TCI Wealth Advisors first reported a position in AGN in Q3 2013 and held it in 25 quarters. The position peaked at $726K in Q4 2015. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • TCI Wealth Advisors reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 296 Allergan plc shares in Q2 2020, an estimated $52K.
  • TCI Wealth Advisors first reported a position in Allergan plc in Q3 2013 and held it in 25 quarters.
  • TCI Wealth Advisors's Allergan plc position peaked at $726K in Q4 2015.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.