CFFP
AGN

Center for Financial Planning’s Allergan plc AGN Stock Holding History

Center for Financial Planning’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
-1
Closed – – 610
2020
Q1 		$0 Hold
1
– – ﹤0.01% 618
2019
Q4 		$0 Buy
+1
New +$180 ﹤0.01% 469

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

Center for Financial Planning's AGN Position: Q2 2020 in Review

Center for Financial Planning sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 1 share.

Center for Financial Planning first reported a position in AGN in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q1 2020. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Center for Financial Planning reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 1 Allergan plc share in Q2 2020.
  • Center for Financial Planning first reported a position in Allergan plc in Q4 2019 and held it in 2 quarters.
  • Center for Financial Planning's Allergan plc position peaked at $0 in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.