CAC
AGN

Certified Advisory Corp’s Allergan plc AGN Stock Holding History

Certified Advisory Corp’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
-17
Closed -$3K – 836
2020
Q1 		$3K Hold
17
– – ﹤0.01% 679
2019
Q4 		$3K Hold
17
– – ﹤0.01% 719
2019
Q3 		$3K Hold
17
– – ﹤0.01% 722
2019
Q2 		$3K Hold
17
– – ﹤0.01% 736
2019
Q1 		$2K Buy
17
+1
+6% +$145 ﹤0.01% 707
2018
Q4 		$2K Hold
16
– – ﹤0.01% 701
2018
Q3 		$3K Hold
16
– – ﹤0.01% 704
2018
Q2 		$3K Hold
16
– – ﹤0.01% 687
2018
Q1 		$2K Hold
16
– – ﹤0.01% 684
2017
Q4 		$2K Buy
+16
New +$2.87K ﹤0.01% 654

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

Certified Advisory Corp's AGN Position: Q2 2020 in Review

Certified Advisory Corp sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 17 shares — an estimated $3K sold.

Certified Advisory Corp first reported a position in AGN in Q4 2017 and held it in 10 quarters. The position peaked at $3K in Q1 2020. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Certified Advisory Corp reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Certified Advisory Corp sold 17 Allergan plc shares in Q2 2020, an estimated $3K.
  • Certified Advisory Corp first reported a position in Allergan plc in Q4 2017 and held it in 10 quarters.
  • Certified Advisory Corp's Allergan plc position peaked at $3K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.