FWM
AGN

Filbrandt Wealth Management’s Allergan plc AGN Stock Holding History

Filbrandt 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
-688
Closed -$122K – 483
2020
Q1 		$122K Hold
688
– – 0.13% 35
2019
Q4 		$131K Buy
+688
New +$124K 0.12% 40

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 $5.64B AUM 18.33% 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

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

Filbrandt Wealth Management sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 688 shares — an estimated $122K sold.

Filbrandt Wealth Management first reported a position in AGN in Q4 2019 and held it in 2 quarters. The position peaked at $131K in Q4 2019. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Filbrandt Wealth Management reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 688 Allergan plc shares in Q2 2020, an estimated $122K.
  • Filbrandt Wealth Management first reported a position in Allergan plc in Q4 2019 and held it in 2 quarters.
  • Filbrandt Wealth Management's Allergan plc position peaked at $131K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Filbrandt Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.