APW
AGN

Acima Private Wealth’s Allergan plc AGN Stock Holding History

Acima Private Wealth’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
-22
Closed -$4K – 271
2020
Q1 		$4K Hold
22
– – ﹤0.01% 244
2019
Q4 		$4K Hold
22
– – ﹤0.01% 270
2019
Q3 		$3K Hold
22
– – ﹤0.01% 250
2019
Q2 		$4K Hold
22
– – ﹤0.01% 226
2019
Q1 		$3K Buy
22
+2
+10% +$290 ﹤0.01% 228
2018
Q4 		$3K Buy
+20
New +$3.28K ﹤0.01% 244

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

Acima Private Wealth's AGN Position: Q2 2020 in Review

Acima Private Wealth sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 22 shares — an estimated $4K sold.

Acima Private Wealth first reported a position in AGN in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q1 2020. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Acima Private Wealth reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Acima Private Wealth sold 22 Allergan plc shares in Q2 2020, an estimated $4K.
  • Acima Private Wealth first reported a position in Allergan plc in Q4 2018 and held it in 6 quarters.
  • Acima Private Wealth's Allergan plc position peaked at $4K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Acima Private Wealth's 13F filing for Q2 2020, filed 14 May 2021.