Argent Wealth Management’s IBM IBM Stock Holding History

Argent Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$363K	Sell	3,041 -27	-0.9%	-$3.14K	0.06%	131
2020 Q1	$337K	Buy	3,068 +264	+9%	+$33.4K	0.07%	126
2019 Q4	$359K	Buy	+2,804	New	+$364K	0.06%	135

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Argent Wealth Management's IBM Position: Q2 2020 in Review

Argent Wealth Management reduced its IBM (IBM) stake by 0.88% in Q2 2020, selling an estimated $3.14K and leaving 3,041 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #131.

Argent Wealth Management first reported a position in IBM in Q4 2019 and has held it in 3 quarters since. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

Argent Wealth Management held 3,041 shares of IBM worth $363K as of Q2 2020.
Argent Wealth Management sold 27 IBM shares in Q2 2020, an estimated $3.14K.
IBM made up 0.06% of Argent Wealth Management's portfolio in Q2 2020, its #131 holding.
Argent Wealth Management first reported a position in IBM in Q4 2019 and has held it in 3 quarters since.
1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.