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Atria Wealth Solutions’s Leggett & Platt LEG Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-17,828
Closed -$205K – 1993
2024
Q2 		$205K Buy
17,828
+4,982
+39% +$70.3K ﹤0.01% 1764
2024
Q1 		$251K Sell
12,846
-7,133
-36% -$155K ﹤0.01% 1678
2023
Q4 		$526K Buy
19,979
+11,167
+127% +$274K 0.01% 1183
2023
Q3 		$224K Buy
8,812
+195
+2% +$5.48K ﹤0.01% 1621
2023
Q2 		$255K Sell
8,617
-7,202
-46% -$227K ﹤0.01% 1541
2023
Q1 		$510K Buy
15,819
+7,216
+84% +$243K 0.01% 1123
2022
Q4 		$277K Sell
8,603
-884
-9% -$29.8K ﹤0.01% 1413
2022
Q3 		$315K Buy
+9,487
New +$360K 0.01% 1267
2022
Q2 		– Sell
-8,284
Closed -$292K – 1779
2022
Q1 		$292K Buy
+8,284
New +$318K ﹤0.01% 1333

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atria Wealth Solutions's LEG Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Leggett & Platt (LEG) in Q3 2024, closing a stake of 17,828 shares — an estimated $205K sold.

Atria Wealth Solutions first reported a position in LEG in Q1 2022 and held it in 9 quarters. The position peaked at $526K in Q4 2023. 349 funds tracked by Wall St. Rank hold LEG as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Leggett & Platt position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,828 Leggett & Platt shares in Q3 2024, an estimated $205K.
  • Atria Wealth Solutions first reported a position in Leggett & Platt in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Leggett & Platt position peaked at $526K in Q4 2023.
  • 349 funds tracked by Wall St. Rank held Leggett & Platt as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.