AWM
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Argent Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Argent Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,992
Closed -$293K – 184
2020
Q1 		$293K Buy
6,992
+378
+6% +$17.3K 0.06% 131
2019
Q4 		$303K Buy
+6,614
New +$283K 0.05% 150

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Argent Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2020, closing a stake of 6,992 shares — an estimated $293K sold.

Argent Wealth Management first reported a position in XLK in Q4 2019 and held it in 2 quarters. The position peaked at $303K in Q4 2019. 1,190 funds tracked by Wall St. Rank hold XLK as of Q2 2020.

  • Argent Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
  • Argent Wealth Management sold 6,992 State Street Technology Select Sector SPDR ETF shares in Q2 2020, an estimated $293K.
  • Argent Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
  • Argent Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $303K in Q4 2019.
  • 1,190 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2020.

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