CAPTRUST Financial Advisors
LM

CAPTRUST Financial Advisors’s Legg Mason, Inc. LM Stock Holding History

CAPTRUST Financial Advisors’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
-11
Closed -$1K – 3375
2020
Q2 		$1K Buy
+11
New +$546 ﹤0.01% 2788
2019
Q3 		– Sell
-208
Closed -$8K – 2062
2019
Q2 		$8K Hold
208
– – ﹤0.01% 1562
2019
Q1 		$6K Buy
+208
New +$5.96K ﹤0.01% 1513
2018
Q4 		– Sell
-418
Closed -$11.7K – 1715
2018
Q3 		$13K Sell
418
-204
-33% -$6.6K ﹤0.01% 1163
2018
Q2 		$22K Sell
622
-22
-3% -$835 ﹤0.01% 924
2018
Q1 		$25K Buy
644
+224
+53% +$9.25K ﹤0.01% 770
2017
Q4 		$18K Buy
+420
New +$16.5K ﹤0.01% 829
2017
Q3 		– Sell
-22,388
Closed -$860K – 596
2017
Q2 		$860K Buy
+22,388
New +$848K 0.11% 75

CAPTRUST Financial Advisors's LM Position: Q3 2020 in Review

CAPTRUST Financial Advisors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 11 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in LM in Q2 2017 and held it in 8 quarters. The position peaked at $860K in Q2 2017. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • CAPTRUST Financial Advisors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 11 Legg Mason, Inc. shares in Q3 2020, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Legg Mason, Inc. in Q2 2017 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's Legg Mason, Inc. position peaked at $860K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.