Argent Advisors’s UBS Group UBS Stock Holding History

Argent Advisors’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,087	Closed	-$146K	–	163
2020 Q3	$146K	Buy	13,087 +220	+2%	+$2.64K	0.1%	140
2020 Q2	$148K	Buy	12,867 +415	+3%	+$4.27K	0.11%	124
2020 Q1	$115K	Buy	+12,452	New	+$144K	0.12%	115

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Argent Advisors's UBS Position: Q4 2020 in Review

Argent Advisors sold out of UBS Group (UBS) in Q4 2020, closing a stake of 13,087 shares — an estimated $146K sold.

Argent Advisors first reported a position in UBS in Q1 2020 and held it in 3 quarters. The position peaked at $148K in Q2 2020. 345 funds tracked by Wall St. Rank hold UBS as of Q4 2020.

Argent Advisors reported no remaining UBS Group position as of Q4 2020 after selling out during the quarter.
Argent Advisors sold 13,087 UBS Group shares in Q4 2020, an estimated $146K.
Argent Advisors first reported a position in UBS Group in Q1 2020 and held it in 3 quarters.
Argent Advisors's UBS Group position peaked at $148K in Q2 2020.
345 funds tracked by Wall St. Rank held UBS Group as of Q4 2020.

Based on Argent Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.