AWM
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Argent Wealth Management’s Unilever UL Stock Holding History

Argent Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$734K Buy
10,889
+740
+7% +$44.2K 0.12% 90
2020
Q1 		$585K Buy
+10,149
New +$637K 0.12% 93

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Hotchkis & Wiley Capital Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Argent Wealth Management increased its Unilever (UL) stake by 7.3% in Q2 2020, buying an estimated $44.2K and bringing the position to 10,889 shares worth $734K. The position accounts for 0.12% of the portfolio, ranked #90.

Argent Wealth Management first reported a position in UL in Q1 2020 and has held it in 2 quarters since. 678 funds tracked by Wall St. Rank hold UL as of Q2 2020.

  • Argent Wealth Management held 10,889 shares of Unilever worth $734K as of Q2 2020.
  • Argent Wealth Management bought 740 Unilever shares in Q2 2020, an estimated $44.2K.
  • Unilever made up 0.12% of Argent Wealth Management's portfolio in Q2 2020, its #90 holding.
  • Argent Wealth Management first reported a position in Unilever in Q1 2020 and has held it in 2 quarters since.
  • 678 funds tracked by Wall St. Rank held Unilever as of Q2 2020.

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