TWP
AGN

TFO Wealth Partners’s Allergan plc AGN Stock Holding History

TFO Wealth Partners’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
-59
Closed -$10K – 167
2020
Q1 		$10K Hold
59
– – ﹤0.01% 94
2019
Q4 		$11K Buy
+59
New +$10.6K 0.01% 123

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

TFO Wealth Partners's AGN Position: Q2 2020 in Review

TFO Wealth Partners sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 59 shares — an estimated $10K sold.

TFO Wealth Partners first reported a position in AGN in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • TFO Wealth Partners reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 59 Allergan plc shares in Q2 2020, an estimated $10K.
  • TFO Wealth Partners first reported a position in Allergan plc in Q4 2019 and held it in 2 quarters.
  • TFO Wealth Partners's Allergan plc position peaked at $11K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on TFO Wealth Partners's 13F filing for Q2 2020, filed 17 Jul 2020.