Bartlett & Co Wealth Management’s Legg Mason, Inc. LM Stock Holding History

Bartlett & Co 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	-16,138	Closed	-$810K	–	879
2020 Q2	$810K	Sell	16,138 -13,570	-46%	-$674K	0.02%	205
2020 Q1	$1.45M	Sell	29,708 -960	-3%	-$41.9K	0.04%	172
2019 Q4	$1.1M	Sell	30,668 -2,000	-6%	-$74.2K	0.03%	203
2019 Q3	$1.25M	Buy	32,668 +4,040	+14%	+$153K	0.03%	191
2019 Q2	$1.1M	Sell	28,628 -1,500	-5%	-$51.8K	0.04%	162
2019 Q1	$825K	Hold	30,128	–	–	0.03%	177
2018 Q4	$769K	Buy	30,128 +2,802	+10%	+$78.5K	0.03%	176
2018 Q3	$853K	Sell	27,326 -480	-2%	-$15.5K	0.03%	176
2018 Q2	$966K	Buy	27,806 +9,680	+53%	+$367K	0.04%	164
2018 Q1	$737K	Buy	+18,126	New	+$748K	0.03%	177

Bartlett & Co Wealth Management's LM Position: Q3 2020 in Review

Bartlett & Co Wealth Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 16,138 shares — an estimated $810K sold.

Bartlett & Co Wealth Management first reported a position in LM in Q1 2018 and held it in 10 quarters. The position peaked at $1.45M in Q1 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

Bartlett & Co Wealth Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 16,138 Legg Mason, Inc. shares in Q3 2020, an estimated $810K.
Bartlett & Co Wealth Management first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 10 quarters.
Bartlett & Co Wealth Management's Legg Mason, Inc. position peaked at $1.45M in Q1 2020.
0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2020, filed 13 Feb 2024.