WANY
AGN

Wealthspire Advisors (New York)’s Allergan plc AGN Stock Holding History

Wealthspire Advisors (New York)’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
-4,100
Closed -$726K – 572
2020
Q1 		$726K Buy
4,100
+2,766
+207% +$521K 0.03% 242
2019
Q4 		$255K Buy
+1,334
New +$241K 0.02% 172
2019
Q1 		– Sell
-90
Closed -$12K – 903
2018
Q4 		$12K Buy
+90
New +$14.8K ﹤0.01% 468

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

Wealthspire Advisors (New York)'s AGN Position: Q2 2020 in Review

Wealthspire Advisors (New York) sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 4,100 shares — an estimated $726K sold.

Wealthspire Advisors (New York) first reported a position in AGN in Q4 2018 and held it in 3 quarters. The position peaked at $726K in Q1 2020. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Wealthspire Advisors (New York) reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,100 Allergan plc shares in Q2 2020, an estimated $726K.
  • Wealthspire Advisors (New York) first reported a position in Allergan plc in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Allergan plc position peaked at $726K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2020, filed 14 Aug 2020.