APWM
LM

Atlas Private Wealth Management’s Legg Mason, Inc. LM Stock Holding History

Atlas Private Wealth Management’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-160
Closed -$8K – 503
2020
Q2 		$8K Buy
160
+1
+0.6% +$50 0.01% 353
2020
Q1 		$8K Buy
159
+2
+1% +$87 0.01% 334
2019
Q4 		$6K Buy
+157
New +$5.83K ﹤0.01% 390

Atlas Private Wealth Management's LM Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 160 shares — an estimated $8K sold.

Atlas Private Wealth Management first reported a position in LM in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 160 Legg Mason, Inc. shares in Q3 2020, an estimated $8K.
  • Atlas Private Wealth Management first reported a position in Legg Mason, Inc. in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's Legg Mason, Inc. position peaked at $8K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.