Argent Wealth Management LLC

Q1 2020 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
3/31/2020
Value ($000)
$492,096
Num holdings
161
Date filed
5/12/2020
Form type
13F-HR
Prev filing
2/13/2020
Next filing
8/17/2020
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 BAIRD ROBERT W & CO INC /WI/ 028-01911
5 Boston Common Asset Management, LLC 028-12579
6 CG Asset Management LLC 028-15799
7 Clearbridge Investments, LLC 028-11611
8 CONGRESS ASSET MANAGEMENT CO /MA 028-03434
9 Cubic Asset Management, LLC 028-12643
10 DELAWARE CAPITAL MANAGEMENT INC 028-05920
11 EARNEST PARTNERS LLC 028-05269
12 ESSEX INVESTMENT MANAGEMENT CO LLC 028-00878
13 GOLDMAN SACHS ASSET MANAGEMENT/ 028-10312
14 HARDING LOEVNER LP 028-04434
15 Hillman Capital Management, Inc. 028-11091
16 INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 028-04736
17 IRONWOOD INVESTMENT MANAGEMENT LLC 028-06155
18 JENSEN INVESTMENT MANAGEMENT INC 028-03495
19 LONDON CO OF VIRGINIA 028-10665
20 Neuberger Berman Group LLC 028-13573
21 OAK RIDGE INVESTMENTS LLC 028-06668
22 POLEN CAPITAL MANAGEMENT LLC 028-03687
23 SCHAFER CULLEN CAPITAL MANAGEMENT INC 028-04691
24 Aristotle Capital Management, LLC 028-02634