CWP
AGN

CFM Wealth Partners’s Allergan plc AGN Stock Holding History

CFM Wealth Partners’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
-490
Closed -$87K – 560
2020
Q1 		$87K Buy
+490
New +$92.3K 0.04% 212

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

CFM Wealth Partners's AGN Position: Q2 2020 in Review

CFM Wealth Partners sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 490 shares — an estimated $87K sold.

CFM Wealth Partners first reported a position in AGN in Q1 2020 and held it in 1 quarter. The position peaked at $87K in Q1 2020. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • CFM Wealth Partners reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 490 Allergan plc shares in Q2 2020, an estimated $87K.
  • CFM Wealth Partners first reported a position in Allergan plc in Q1 2020 and held it in 1 quarter.
  • CFM Wealth Partners's Allergan plc position peaked at $87K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.