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Argent Wealth Management’s Verizon VZ Stock Holding History

Argent Wealth Management’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$561K Sell
9,589
-109
-1% -$6.13K 0.09% 107
2020
Q1 		$550K Sell
9,698
-1,999
-17% -$114K 0.11% 98
2019
Q4 		$718K Buy
+11,697
New +$706K 0.12% 99

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Argent Wealth Management reduced its Verizon (VZ) stake by 1.1% in Q2 2020, selling an estimated $6.13K and leaving 9,589 shares worth $561K. The position accounts for 0.09% of the portfolio, ranked #107.

Argent Wealth Management first reported a position in VZ in Q4 2019 and has held it in 3 quarters since. The position peaked at $718K in Q4 2019. 2,620 funds tracked by Wall St. Rank hold VZ as of Q2 2020.

  • Argent Wealth Management held 9,589 shares of Verizon worth $561K as of Q2 2020.
  • Argent Wealth Management sold 109 Verizon shares in Q2 2020, an estimated $6.13K.
  • Verizon made up 0.09% of Argent Wealth Management's portfolio in Q2 2020, its #107 holding.
  • Argent Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Verizon position peaked at $718K in Q4 2019.
  • 2,620 funds tracked by Wall St. Rank held Verizon as of Q2 2020.

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