BWM
AGN

BerganKDV Wealth Management’s Allergan plc AGN Stock Holding History

BerganKDV Wealth Management’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
-44
Closed -$8K – 1139
2020
Q1 		$8K Hold
44
– – ﹤0.01% 524
2019
Q4 		$8K Buy
44
+11
+33% +$1.98K ﹤0.01% 553
2019
Q3 		$6K Sell
33
-100
-75% -$16.3K ﹤0.01% 550
2019
Q2 		$22K Buy
133
+100
+303% +$13.8K ﹤0.01% 416
2019
Q1 		$5K Hold
33
– – ﹤0.01% 596
2018
Q4 		$4K Hold
33
– – ﹤0.01% 578
2018
Q3 		$6K Hold
33
– – ﹤0.01% 536
2018
Q2 		$6K Buy
+33
New +$5.3K ﹤0.01% 555

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

BerganKDV Wealth Management's AGN Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 44 shares — an estimated $8K sold.

BerganKDV Wealth Management first reported a position in AGN in Q2 2018 and held it in 8 quarters. The position peaked at $22K in Q2 2019. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 44 Allergan plc shares in Q2 2020, an estimated $8K.
  • BerganKDV Wealth Management first reported a position in Allergan plc in Q2 2018 and held it in 8 quarters.
  • BerganKDV Wealth Management's Allergan plc position peaked at $22K in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.