AWM
MRSH

Argent Wealth Management’s Marsh MRSH Stock Holding History

Argent Wealth Management’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$212K Buy
+1,813
New +$184K 0.04% 159
2020
Q1 		– Sell
-30,053
Closed -$3.35M – 178
2019
Q4 		$3.35M Buy
+30,053
New +$3.14M 0.56% 41

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Argent Wealth Management's MRSH Position: Q2 2020 in Review

Argent Wealth Management opened a new position in Marsh (MRSH) in Q2 2020: 1,813 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings. This is a return to the name: Argent Wealth Management previously reported a position in MRSH as recently as Q4 2019.

Argent Wealth Management first reported a position in MRSH in Q4 2019 and has held it in 2 quarters since. The position peaked at $3.35M in Q4 2019. 910 funds tracked by Wall St. Rank hold MRSH as of Q2 2020.

  • Argent Wealth Management held 1,813 shares of Marsh worth $212K as of Q2 2020.
  • Marsh was a new Argent Wealth Management position in Q2 2020.
  • Marsh made up 0.04% of Argent Wealth Management's portfolio in Q2 2020, its #159 holding.
  • Argent Wealth Management first reported a position in Marsh in Q4 2019 and has held it in 2 quarters since.
  • Argent Wealth Management's Marsh position peaked at $3.35M in Q4 2019.
  • 910 funds tracked by Wall St. Rank held Marsh as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.