Argent Wealth Management LLC

13F Filings History

Latest 13F report
Q2 2020 - Aug 17, 2020
Value $
$511M
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 $511M as of Q2 2020. Top holdings included DGRO, IBDN, IBDM, SLQD, and SCHF.
Holdings Value

List of Other Managers Reporting for Argent Wealth Management LLC:

Name Holdings Value Location File Number
Neuberger Berman Group LLC $128B New York, NY 028-13573
Clearbridge Investments, LLC $127B New York, NY 028-11611
Aristotle Capital Management, LLC $54.9B Los Angeles, CA 028-02634
POLEN CAPITAL MANAGEMENT LLC $38.7B Boca Raton, FL 028-03687
EARNEST PARTNERS LLC $23B Atlanta, GA 028-05269
LONDON CO OF VIRGINIA $19B Richmond, VA 028-10665
HARDING LOEVNER LP $17.1B Bridgewater, NJ 028-04434
CONGRESS ASSET MANAGEMENT CO /MA $14.7B Boston, MA 028-03434
JENSEN INVESTMENT MANAGEMENT INC $12B Lake Oswego, OR 028-03495
Boston Common Asset Management, LLC $3.84B Boston, MA 028-12579
3EDGE Asset Management, LP $1.41B Naples, FL 028-17691
OAK RIDGE INVESTMENTS LLC $1.14B Chicago, IL 028-06668
ESSEX INVESTMENT MANAGEMENT CO LLC $574M Boston, MA 028-00878
SCHAFER CULLEN CAPITAL MANAGEMENT INC $491M New York, NY 028-04691
Cubic Asset Management, LLC $422M Boston, MA 028-12643
Hillman Capital Management, Inc. $292M Bethesda, MD 028-11091
CG Asset Management LLC $268M New York, NY 028-15799
IRONWOOD INVESTMENT MANAGEMENT LLC $205M Boston, MA 028-06155
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC $177M Walnut Creek, CA 028-04736
BAIRD ROBERT W & CO INC /WI/ Milwaukee, WI 028-01911
Boston Trust Walden Co Boston, MA 028-02259
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2020 170 $511M +$46.1M -$44.3M +$1.83M DGRO, IBDN, IBDM, SLQD, SCHF 13F-HR 8/14/2020, 07:59 PM
Q1 2020 161 $488M +$42.8M -$63.8M -$21M TTGT, DGRO, IBDL, IBDN, IBDM 13F-HR 5/12/2020, 02:05 PM
Q4 2019 177 $597M $0 $0 TTGT, IBDL, DGRO, IBDM, IBDN 13F-HR 2/13/2020, 01:22 PM