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Argent Wealth Management’s Uber UBER Stock Holding History

Argent Wealth Management’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$252K Sell
8,261
-4,161
-33% -$130K 0.04% 148
2020
Q1 		$323K Sell
12,422
-20,904
-63% -$688K 0.07% 129
2019
Q4 		$991K Buy
+33,326
New +$989K 0.17% 82

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Argent Wealth Management reduced its Uber (UBER) stake by 33% in Q2 2020, selling an estimated $130K and leaving 8,261 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #148.

Argent Wealth Management first reported a position in UBER in Q4 2019 and has held it in 3 quarters since. The position peaked at $991K in Q4 2019. 789 funds tracked by Wall St. Rank hold UBER as of Q2 2020.

  • Argent Wealth Management held 8,261 shares of Uber worth $252K as of Q2 2020.
  • Argent Wealth Management sold 4,161 Uber shares in Q2 2020, an estimated $130K.
  • Uber made up 0.04% of Argent Wealth Management's portfolio in Q2 2020, its #148 holding.
  • Argent Wealth Management first reported a position in Uber in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Uber position peaked at $991K in Q4 2019.
  • 789 funds tracked by Wall St. Rank held Uber as of Q2 2020.

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