FWP
LEG

Falcon Wealth Planning’s Leggett & Platt LEG Stock Holding History

Falcon Wealth Planning’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
2022
Q4 		– Sell
-6,605
Closed -$219K – 100
2022
Q3 		$219K Buy
6,605
+33
+0.5% +$1.25K 0.07% 83
2022
Q2 		$227K Buy
6,572
+323
+5% +$11.8K 0.08% 77
2022
Q1 		$217K Hold
6,249
– – 0.07% 72
2021
Q4 		$257K Hold
6,249
– – 0.08% 65
2021
Q3 		$280K Hold
6,249
– – 0.11% 56
2021
Q2 		$324K Sell
6,249
-1,533
-20% -$79.8K 0.14% 49
2021
Q1 		$355K Buy
+7,782
New +$346K 0.17% 45

Other funds holding LEG

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Falcon Wealth Planning's LEG Position: Q4 2022 in Review

Falcon Wealth Planning sold out of Leggett & Platt (LEG) in Q4 2022, closing a stake of 6,605 shares — an estimated $219K sold.

Falcon Wealth Planning first reported a position in LEG in Q1 2021 and held it in 7 quarters. The position peaked at $355K in Q1 2021. 411 funds tracked by Wall St. Rank hold LEG as of Q4 2022.

  • Falcon Wealth Planning reported no remaining Leggett & Platt position as of Q4 2022 after selling out during the quarter.
  • Falcon Wealth Planning sold 6,605 Leggett & Platt shares in Q4 2022, an estimated $219K.
  • Falcon Wealth Planning first reported a position in Leggett & Platt in Q1 2021 and held it in 7 quarters.
  • Falcon Wealth Planning's Leggett & Platt position peaked at $355K in Q1 2021.
  • 411 funds tracked by Wall St. Rank held Leggett & Platt as of Q4 2022.

Based on Falcon Wealth Planning's 13F filing for Q4 2022, filed 20 Jan 2023.