American Portfolios Advisors’s Legg Mason, Inc. LM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-300
Closed -$14.9K 3019
2020
Q2
$14.9K Hold
300
﹤0.01% 1771
2020
Q1
$14.7K Sell
300
-2
-0.7% -$87 ﹤0.01% 1657
2019
Q4
$10.8K Sell
302
-163
-35% -$6.05K ﹤0.01% 1967
2019
Q3
$17.8K Buy
465
+2
+0.4% +$76 ﹤0.01% 1716
2019
Q2
$17.7K Hold
463
﹤0.01% 1707
2019
Q1
$12.7K Buy
463
+163
+54% +$4.67K ﹤0.01% 1741
2018
Q4
$7.65K Sell
300
-100
-25% -$2.8K ﹤0.01% 1721
2018
Q3
$12.5K Hold
400
﹤0.01% 1664
2018
Q2
$13.9K Hold
400
﹤0.01% 1593
2018
Q1
$16.3K Hold
400
﹤0.01% 1458
2017
Q4
$16.8K Buy
+400
New +$15.7K ﹤0.01% 1387

American Portfolios Advisors's LM Position: Q3 2020 in Review

American Portfolios Advisors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 300 shares — an estimated $14.9K sold.

American Portfolios Advisors first reported a position in LM in Q4 2017 and held it in 11 quarters. The position peaked at $17.8K in Q3 2019. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • American Portfolios Advisors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • American Portfolios Advisors sold 300 Legg Mason, Inc. shares in Q3 2020, an estimated $14.9K.
  • American Portfolios Advisors first reported a position in Legg Mason, Inc. in Q4 2017 and held it in 11 quarters.
  • American Portfolios Advisors's Legg Mason, Inc. position peaked at $17.8K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on American Portfolios Advisors's 13F filing for Q3 2020, filed 22 Mar 2023.