AWA
AGN

Arkadios Wealth Advisors’s Allergan plc AGN Stock Holding History

Arkadios Wealth 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
Q2 		– Sell
-97
Closed -$17.2K – 1201
2020
Q1 		$17.2K Sell
97
-92
-49% -$17.3K 0.01% 519
2019
Q4 		$37.7K Buy
+189
New +$34.1K 0.02% 350

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

Arkadios Wealth Advisors's AGN Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 97 shares — an estimated $17.2K sold.

Arkadios Wealth Advisors first reported a position in AGN in Q4 2019 and held it in 2 quarters. The position peaked at $37.7K in Q4 2019. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Arkadios Wealth Advisors reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 97 Allergan plc shares in Q2 2020, an estimated $17.2K.
  • Arkadios Wealth Advisors first reported a position in Allergan plc in Q4 2019 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Allergan plc position peaked at $37.7K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.