BWM
LM

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

BerganKDV 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
-29
Closed -$1K – 1043
2020
Q2 		$1K Sell
29
-7
-19% -$348 ﹤0.01% 940
2020
Q1 		$2K Hold
36
– – ﹤0.01% 773
2019
Q4 		$1K Buy
+36
New +$1.34K ﹤0.01% 922

BerganKDV Wealth Management's LM Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 29 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in LM in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 29 Legg Mason, Inc. shares in Q3 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Legg Mason, Inc. in Q4 2019 and held it in 3 quarters.
  • BerganKDV Wealth Management's Legg Mason, Inc. position peaked at $2K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

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