AssetMark Inc’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 |
-22,194
| Closed | -$1.1M | – | 1442 |
|
|
2020
Q2 | $1.1M | Buy |
22,194
+22,033
| +13,685% | +$1.09M | 0.01% | 323 |
|
|
2020
Q1 | $8K | Sell |
161
-61
| -27% | -$2.66K | ﹤0.01% | 1031 |
|
|
2019
Q4 | $8K | Buy |
222
+11
| +5% | +$408 | ﹤0.01% | 1058 |
|
|
2019
Q3 | $8K | Buy |
211
+24
| +13% | +$908 | ﹤0.01% | 1000 |
|
|
2019
Q2 | $7K | Sell |
187
-17
| -8% | -$587 | ﹤0.01% | 1020 |
|
|
2019
Q1 | $6K | Sell |
204
-121
| -37% | -$3.47K | ﹤0.01% | 1049 |
|
|
2018
Q4 | $8K | Sell |
325
-335
| -51% | -$9.39K | ﹤0.01% | 1051 |
|
|
2018
Q3 | $21K | Sell |
660
-138
| -17% | -$4.46K | ﹤0.01% | 926 |
|
|
2018
Q2 | $28K | Sell |
798
-34
| -4% | -$1.29K | ﹤0.01% | 850 |
|
|
2018
Q1 | $34K | Sell |
832
-283
| -25% | -$11.7K | ﹤0.01% | 831 |
|
|
2017
Q4 | $47K | Sell |
1,115
-23
| -2% | -$903 | ﹤0.01% | 807 |
|
|
2017
Q3 | $45K | Sell |
1,138
-55
| -5% | -$2.11K | ﹤0.01% | 729 |
|
|
2017
Q2 | $46K | Sell |
1,193
-161
| -12% | -$6.1K | ﹤0.01% | 705 |
|
|
2017
Q1 | $49K | Sell |
1,354
-1,036
| -43% | -$35.9K | ﹤0.01% | 644 |
|
|
2016
Q4 | $71K | Buy |
2,390
+12
| +0.5% | +$377 | ﹤0.01% | 549 |
|
|
2016
Q3 | $80K | Buy |
2,378
+253
| +12% | +$8.43K | ﹤0.01% | 532 |
|
|
2016
Q2 | $63K | Buy |
2,125
+953
| +81% | +$30.9K | ﹤0.01% | 558 |
|
|
2016
Q1 | $41K | Sell |
1,172
-351
| -23% | -$11K | ﹤0.01% | 598 |
|
|
2015
Q4 | $60K | Buy |
1,523
+1,436
| +1,651% | +$61.5K | ﹤0.01% | 583 |
|
|
2015
Q3 | $4K | Hold |
87
| – | – | ﹤0.01% | 607 |
|
|
2015
Q2 | $4K | Buy |
+87
| New | +$4.69K | ﹤0.01% | 601 |
|
AssetMark Inc's LM Position: Q3 2020 in Review
AssetMark Inc sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 22,194 shares — an estimated $1.1M sold.
AssetMark Inc first reported a position in LM in Q2 2015 and held it in 21 quarters. The position peaked at $1.1M in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- AssetMark Inc reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- AssetMark Inc sold 22,194 Legg Mason, Inc. shares in Q3 2020, an estimated $1.1M.
- AssetMark Inc first reported a position in Legg Mason, Inc. in Q2 2015 and held it in 21 quarters.
- AssetMark Inc's Legg Mason, Inc. position peaked at $1.1M in Q2 2020.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on AssetMark Inc's 13F filing for Q3 2020, filed 13 Nov 2020.