WIA
AGN

Wealthstreet Investment Advisors’s Allergan plc AGN Stock Holding History

Wealthstreet Investment 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
Q1 		– Sell
-1,495
Closed -$286K – 353
2019
Q4 		$286K Hold
1,495
– – 0.03% 298
2019
Q3 		$261K Hold
1,495
– – 0.03% 296
2019
Q2 		$250K Sell
1,495
-3,851
-72% -$533K 0.03% 303
2019
Q1 		$783K Sell
5,346
-610
-10% -$88.4K 0.1% 168
2018
Q4 		$945K Sell
5,956
-1,250
-17% -$205K 0.13% 142
2018
Q3 		$1.37M Buy
7,206
+500
+7% +$91.9K 0.17% 124
2018
Q2 		$1.12M Buy
6,706
+815
+14% +$131K 0.15% 139
2018
Q1 		$991K Buy
5,891
+4,580
+349% +$768K 0.12% 154
2017
Q4 		$214K Buy
+1,311
New +$235K 0.03% 315

Other funds holding AGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return