Wealthfront Advisers
AGN

Wealthfront Advisers’s Allergan plc AGN Stock Holding History

Wealthfront Advisers’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
-21,537
Closed -$3.81M – 507
2020
Q1 		$3.81M Buy
21,537
+4,345
+25% +$818K 0.03% 83
2019
Q4 		$3.29M Buy
17,192
+3,600
+26% +$649K 0.02% 112
2019
Q3 		$2.29M Buy
13,592
+10,267
+309% +$1.67M 0.02% 147
2019
Q2 		$557K Sell
3,325
-5,424
-62% -$751K ﹤0.01% 372
2019
Q1 		$1.28M Buy
8,749
+2,397
+38% +$348K 0.01% 215
2018
Q4 		$849K Buy
+6,352
New +$1.04M 0.01% 272

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

Wealthfront Advisers's AGN Position: Q2 2020 in Review

Wealthfront Advisers sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 21,537 shares — an estimated $3.81M sold.

Wealthfront Advisers first reported a position in AGN in Q4 2018 and held it in 6 quarters. The position peaked at $3.81M in Q1 2020. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Wealthfront Advisers reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Wealthfront Advisers sold 21,537 Allergan plc shares in Q2 2020, an estimated $3.81M.
  • Wealthfront Advisers first reported a position in Allergan plc in Q4 2018 and held it in 6 quarters.
  • Wealthfront Advisers's Allergan plc position peaked at $3.81M in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Wealthfront Advisers's 13F filing for Q2 2020, filed 14 Aug 2020.