SFS
AGN

Sowell Financial Services’s Allergan plc AGN Stock Holding History

Sowell Financial Services’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
-245
Closed -$43K – 2792
2020
Q1 		$43K Sell
245
-816
-77% -$154K ﹤0.01% 1107
2019
Q4 		$203K Sell
1,061
-542
-34% -$97.8K 0.02% 708
2019
Q3 		$270K Buy
+1,603
New +$261K 0.02% 564

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

Sowell Financial Services's AGN Position: Q2 2020 in Review

Sowell Financial Services sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 245 shares — an estimated $43K sold.

Sowell Financial Services first reported a position in AGN in Q3 2019 and held it in 3 quarters. The position peaked at $270K in Q3 2019. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Sowell Financial Services reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 245 Allergan plc shares in Q2 2020, an estimated $43K.
  • Sowell Financial Services first reported a position in Allergan plc in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Allergan plc position peaked at $270K in Q3 2019.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.