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Arkadios Wealth Advisors’s Leggett & Platt LEG Stock Holding History

Arkadios Wealth Advisors’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,057
Closed -$205K – 748
2023
Q3 		$205K Sell
8,057
-1,550
-16% -$43.6K 0.02% 615
2023
Q2 		$285K Sell
9,607
-3,195
-25% -$100K 0.03% 461
2023
Q1 		$408K Sell
12,802
-41,265
-76% -$1.39M 0.05% 352
2022
Q4 		$1.74M Buy
54,067
+10,498
+24% +$353K 0.23% 114
2022
Q3 		$1.45M Buy
43,569
+10,304
+31% +$392K 0.22% 123
2022
Q2 		$1.15M Buy
33,265
+11,864
+55% +$434K 0.17% 156
2022
Q1 		$745K Buy
21,401
+11,898
+125% +$456K 0.1% 236
2021
Q4 		$391K Buy
9,503
+4,391
+86% +$191K 0.05% 386
2021
Q3 		$229K Buy
5,112
+1,178
+30% +$56.7K 0.03% 471
2021
Q2 		$203K Buy
3,934
+3,736
+1,887% +$194K 0.02% 526
2021
Q1 		$9K Hold
198
– – ﹤0.01% 1227
2020
Q4 		$8K Sell
198
-11
-5% -$472 ﹤0.01% 1019
2020
Q3 		$9.51K Sell
209
-5
-2% -$198 ﹤0.01% 756
2020
Q2 		$7.58K Sell
214
-59
-22% -$1.83K ﹤0.01% 720
2020
Q1 		$7.28K Sell
273
-57
-17% -$2.37K ﹤0.01% 703
2019
Q4 		$15K Buy
+330
New +$16.2K 0.01% 516

Other funds holding LEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's LEG Position: Q4 2023 in Review

Arkadios Wealth Advisors sold out of Leggett & Platt (LEG) in Q4 2023, closing a stake of 8,057 shares — an estimated $205K sold.

Arkadios Wealth Advisors first reported a position in LEG in Q4 2019 and held it in 16 quarters. The position peaked at $1.74M in Q4 2022. 407 funds tracked by Wall St. Rank hold LEG as of Q4 2023.

  • Arkadios Wealth Advisors reported no remaining Leggett & Platt position as of Q4 2023 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 8,057 Leggett & Platt shares in Q4 2023, an estimated $205K.
  • Arkadios Wealth Advisors first reported a position in Leggett & Platt in Q4 2019 and held it in 16 quarters.
  • Arkadios Wealth Advisors's Leggett & Platt position peaked at $1.74M in Q4 2022.
  • 407 funds tracked by Wall St. Rank held Leggett & Platt as of Q4 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.