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
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 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