CSat Investment Advisory’s Legg Mason, Inc. LM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,770
Closed -$138K 1116
2020
Q2
$138K Buy
2,770
+2,590
+1,439% +$129K 0.02% 378
2020
Q1
$9K Buy
180
+19
+12% +$829 ﹤0.01% 950
2019
Q4
$6K Buy
161
+40
+33% +$1.49K ﹤0.01% 1062
2019
Q3
$5K Buy
121
+16
+15% +$605 ﹤0.01% 1052
2019
Q2
$4K Buy
+105
New +$3.63K ﹤0.01% 1069

CSat Investment Advisory's LM Position: Q3 2020 in Review

CSat Investment Advisory sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 2,770 shares — an estimated $138K sold.

CSat Investment Advisory first reported a position in LM in Q2 2019 and held it in 5 quarters. The position peaked at $138K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • CSat Investment Advisory reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 2,770 Legg Mason, Inc. shares in Q3 2020, an estimated $138K.
  • CSat Investment Advisory first reported a position in Legg Mason, Inc. in Q2 2019 and held it in 5 quarters.
  • CSat Investment Advisory's Legg Mason, Inc. position peaked at $138K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on CSat Investment Advisory's 13F filing for Q3 2020, filed 13 Nov 2020.