Atria Investments’s Legg Mason, Inc. LM Stock Holding History

Atria Investments’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 Q1	–	Sell	-5,865	Closed	-$211K	–	1269
2019 Q4	$211K	Buy	+5,865	New	+$218K	0.01%	1132
2017 Q4	–	Sell	-8,319	Closed	-$327K	–	893
2017 Q3	$327K	Buy	8,319 +1,097	+15%	+$42.1K	0.02%	582
2017 Q2	$276K	Buy	7,222 +923	+15%	+$35K	0.02%	593
2017 Q1	$227K	Buy	+6,299	New	+$218K	0.01%	611

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Atria Investments's LM Position: Q1 2020 in Review

Atria Investments sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 5,865 shares — an estimated $211K sold.

Atria Investments first reported a position in LM in Q1 2017 and held it in 4 quarters. The position peaked at $327K in Q3 2017. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Atria Investments reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Atria Investments sold 5,865 Legg Mason, Inc. shares in Q1 2020, an estimated $211K.
Atria Investments first reported a position in Legg Mason, Inc. in Q1 2017 and held it in 4 quarters.
Atria Investments's Legg Mason, Inc. position peaked at $327K in Q3 2017.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.