13F Filings History of Argent Wealth Management LLC

Latest 13F report
Q2 2020 - 17 Aug 2020
Value $
$510,762,000
Signature - Title
Richard Kahn - Chief Compliance Officer
Location
Waltham, MA
Summary
This page shows a list of all the recent 13F filings made by Argent Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Argent Wealth Management LLC reported 170 stock holdings with total value $510,762,000 as of Q2 2020. Top holdings included DGRO, IBDN, IBDM, SLQD, and SCHF.

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Holdings Value

List of Other Managers Reporting for Argent Wealth Management LLC:

Name Holdings Value Location File Number
ESSEX INVESTMENT MANAGEMENT CO LLC $655,942,147 Boston, MA 028-00878
Robert W. Baird & Co. Inc Milwaukee, WI 028-01911
Boston Trust Walden Co Boston, MA 028-02259
Aristotle Capital Management, LLC $49,959,216,827 Los Angeles, CA 028-02634
CONGRESS ASSET MANAGEMENT CO $14,207,840,561 Boston, MA 028-03434
HARDING LOEVNER LP $11,365,305,907 Bridgewater, NJ 028-04434
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC $177,120,000 Walnut Creek, CA 028-04736
POLEN CAPITAL MANAGEMENT LLC $23,415,743,562 Boca Raton, FL 028-03687
OAK RIDGE INVESTMENTS LLC $1,649,880,954 Chicago, IL 028-06668
SCHAFER CULLEN CAPITAL MANAGEMENT INC $490,554,000 New York, NY 028-04691
EARNEST PARTNERS LLC $23,335,462,469 Atlanta, GA 028-05269
JENSEN INVESTMENT MANAGEMENT INC $6,355,926,761 Lake Oswego, OR 028-03495
IRONWOOD INVESTMENT MANAGEMENT LLC $237,833,409 Boston, MA 028-06155
LONDON CO OF VIRGINIA $17,332,760,892 Richmond, VA 028-10665
Hillman Capital Management, Inc. $158,907,311 Bethesda, MD 028-11091
Clearbridge Investments, LLC $124,899,232,438 New York, NY 028-11611
Boston Common Asset Management, LLC $1,973,560,451 Boston, MA 028-12579
Cubic Asset Management, LLC $422,443,842 Boston, MA 028-12643
Neuberger Berman Group LLC $134,321,579,740 New York, NY 028-13573
CG Asset Management LLC $268,063,000 New York, NY 028-15799
3EDGE Asset Management, LP $1,926,810,386 Naples, FL 028-17691
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2020 170 $510,762,000 +$46,133,413 -$44,302,059 +$1,831,354 DGRO, IBDN, IBDM, SLQD, SCHF 13F-HR 14 Aug 2020, 19:59
Q1 2020 161 $488,289,000 +$42,751,436 -$63,762,696 -$21,011,260 TTGT, DGRO, IBDL, IBDN, IBDM 13F-HR 12 May 2020, 14:05
Q4 2019 177 $596,680,000 $0 $0 $0 TTGT, IBDL, DGRO, IBDM, IBDN 13F-HR 13 Feb 2020, 13:22