Argent Wealth Management LLC

Q4 2019 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
12/31/2019
Value ($000)
$596,680
Num holdings
177
Date filed
2/13/2020
Form type
13F-HR
Prev filing
Next filing
5/12/2020
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
2 Boston Trust Walden Co 028-02259
3 3EDGE Asset Management, LP 028-17691
4 Aristotle Capital Management, LLC 028-02634
5 BAIRD ROBERT W & CO INC /WI/ 028-01911
6 Boston Common Asset Management, LLC 028-12579
7 CG Asset Management LLC 028-15799
8 Clearbridge Investments, LLC 028-11611
9 CONGRESS ASSET MANAGEMENT CO /MA 028-03434
10 Cubic Asset Management, LLC 028-12643
11 DELAWARE CAPITAL MANAGEMENT INC 028-05920
12 EARNEST PARTNERS LLC 028-05269
13 ESSEX INVESTMENT MANAGEMENT CO LLC 028-00878
14 GOLDMAN SACHS ASSET MANAGEMENT/ 028-10312
15 HARDING LOEVNER LP 028-04434
16 Hillman Capital Management, Inc. 028-11091
17 INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 028-04736
18 IRONWOOD INVESTMENT MANAGEMENT LLC 028-06155
19 JENSEN INVESTMENT MANAGEMENT INC 028-03495
20 LONDON CO OF VIRGINIA 028-10665
21 Neuberger Berman Group LLC 028-13573
22 OAK RIDGE INVESTMENTS LLC 028-06668
23 POLEN CAPITAL MANAGEMENT LLC 028-03687
24 SCHAFER CULLEN CAPITAL MANAGEMENT INC 028-04691