Financial Gravity Asset Management’s Legg Mason, Inc. LM Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-5	Closed	-$240	–	1047
2020 Q1	$240	Sell	5 -69	-93%	-$3.01K	﹤0.01%	684
2019 Q4	$36K	Buy	74 +6	+9%	+$223	0.02%	795
2019 Q3	$3K	Sell	68 -26	-28%	-$984	﹤0.01%	851
2019 Q2	$4K	Sell	94 -91	-49%	-$3.15K	﹤0.01%	758
2019 Q1	$5K	Buy	+185	New	+$5.3K	﹤0.01%	713
2018 Q3	$8K	Buy	306 +147	+92%	+$4.75K	0.01%	642
2018 Q2	$5K	Sell	159 -34	-18%	-$1.29K	﹤0.01%	792
2018 Q1	$7K	Buy	+193	New	+$7.97K	0.01%	655

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Financial Gravity Asset Management's LM Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 5 shares — an estimated $240 sold.

Financial Gravity Asset Management first reported a position in LM in Q1 2018 and held it in 8 quarters. The position peaked at $36K in Q4 2019. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

Financial Gravity Asset Management reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 5 Legg Mason, Inc. shares in Q2 2020, an estimated $240.
Financial Gravity Asset Management first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Legg Mason, Inc. position peaked at $36K in Q4 2019.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.