Creative Planning’s Agile Therapeutics AGRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-5
Closed -$2K 2589
2022
Q1
$2K Hold
5
﹤0.01% 2311
2021
Q4
$5K Hold
5
﹤0.01% 2069
2021
Q3
$10K Hold
5
﹤0.01% 2076
2021
Q2
$13K Hold
5
﹤0.01% 2008
2021
Q1
$21K Sell
5
-9
-64% -$48.6K ﹤0.01% 2433
2020
Q4
$78K Hold
14
﹤0.01% 2054
2020
Q3
$82K Hold
14
﹤0.01% 1854
2020
Q2
$75K Hold
14
﹤0.01% 1711
2020
Q1
$50K Buy
14
+9
+180% +$51.7K ﹤0.01% 1632
2019
Q4
$25K Hold
5
﹤0.01% 1864
2019
Q3
$12K Hold
5
﹤0.01% 1895
2019
Q2
$15K Hold
5
﹤0.01% 1910
2019
Q1
$15K Hold
5
﹤0.01% 1858
2018
Q4
$6K Hold
5
﹤0.01% 1864
2018
Q3
$4K Buy
+5
New +$3.66K ﹤0.01% 2023
2015
Q1
Hold
0
4460
2014
Q4
Hold
0
4395

Other funds holding AGRX

Creative Planning's AGRX Position: Q2 2022 in Review

Creative Planning sold out of Agile Therapeutics (AGRX) in Q2 2022, closing a stake of 5 shares — an estimated $2K sold.

Creative Planning first reported a position in AGRX in Q3 2018 and held it in 15 quarters. The position peaked at $82K in Q3 2020. 19 funds tracked by Wall St. Rank hold AGRX as of Q2 2022.

  • Creative Planning reported no remaining Agile Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Creative Planning sold 5 Agile Therapeutics shares in Q2 2022, an estimated $2K.
  • Creative Planning first reported a position in Agile Therapeutics in Q3 2018 and held it in 15 quarters.
  • Creative Planning's Agile Therapeutics position peaked at $82K in Q3 2020.
  • 19 funds tracked by Wall St. Rank held Agile Therapeutics as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.