KFI
AGN

Key Financial Inc’s Allergan plc AGN Stock Holding History

Key Financial Inc’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
-220
Closed -$39K – 723
2020
Q1 		$39K Buy
+220
New +$41.4K 0.04% 243

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

Key Financial Inc's AGN Position: Q2 2020 in Review

Key Financial Inc sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 220 shares — an estimated $39K sold.

Key Financial Inc first reported a position in AGN in Q1 2020 and held it in 1 quarter. The position peaked at $39K in Q1 2020. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Key Financial Inc reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Key Financial Inc sold 220 Allergan plc shares in Q2 2020, an estimated $39K.
  • Key Financial Inc first reported a position in Allergan plc in Q1 2020 and held it in 1 quarter.
  • Key Financial Inc's Allergan plc position peaked at $39K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Key Financial Inc's 13F filing for Q2 2020, filed 7 Aug 2020.