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Sargent Bickham Lagudis

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
841481957

Investment data

Data from SEC filings
Top 50 of 896 long holdings
End of quarter 31 Dec 19
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$111.54M 992.61K 974.83K +1.8
$72M 223.7K 218.79K +2.2
$51.31M 407.27K 374.63K +8.7
$39.01M 668.69K 639.12K +4.6
$38.25M 129.31K 130K -0.5
Vanguard Ftse Developed Markets Etf
$32.99M 748.74K 750.93K -0.3
Vanguard Tax Exempt Bond Etf
$27.16M 507.32K 475.18K +6.8
$17.74M 54.87K 51.15K +7.3
$15.3M 512.42K NEW
$14M 47.67K 49.99K -4.7
$13.95M 120.51K 121.19K -0.6
$13.18M 80.56K 78.71K +2.4
$12.98M 57.31K 53.95K +6.2
$11.47M 136.73K 147.24K -7.1
Vanguard Ftse All-world Ex-u.s. Etf
$10.78M 200.56K 202.88K -1.1
$9.86M 293.14K 294.82K -0.6
$9.48M 5.13K 5.15K -0.5
$9.01M 349.79K 294.71K +18.7
$9M 113.6K 132.03K -14.0
$8.56M 45.53K 45.92K -0.8
$7.49M 107.82K 109.36K -1.4
$7.45M 205.57K 209.16K -1.7
$7.24M 94.22K 72.49K +30.0
$6.83M 127.74K 190.58K -33.0
SPDR S&P Mid Cap 400 Etf
$6.78M 18.05K 18.12K -0.4
$6.23M 44.71K 44.51K +0.5
$6.21M 40.46K 41.3K -2.0
$6.01M 71.7K 72.36K -0.9
$5.77M 4.31K 4.36K -1.1
$5.72M 19.46K 20.16K -3.4
$5.5M 26.1K 26.39K -1.1
$5.42M 35.93K 35.93K 0
$5.31M 108.16K 129.87K -16.7
$4.98M 25.82K 26.1K -1.1
$4.96M 24.18K 24.73K -2.2
$4.91M 22.5K 22.09K +1.8
$4.87M 20.1K 20.6K -2.4
$4.79M 13.53K 13.5K +0.2
$4.76M 1.3K NEW
$4.74M 51.69K 54.1K -4.5
$4.68M 51.71K 52.4K -1.3
$4.54M 21.62K 22.03K -1.9
$4.48M 19.48K 19.49K -0.0
$4.39M 40.78K 41.73K -2.3
$4.38M 27.79K 26.91K +3.3
$4.34M 20.43K 13.15K +55.4
$4.32M 37.88K 36.01K +5.2
$4.21M 54.59K 54.74K -0.3
$4.17M 44.86K 26.43K +69.7
$4.14M 37.63K 54.71K -31.2
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Oct 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings