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 – 2811
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
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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