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Financial Synergies Wealth Advisors’s Leggett & Platt LEG Stock Holding History

Financial Synergies Wealth Advisors’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
2023
Q2 		– Sell
-38
Closed -$1.21K – 519
2023
Q1 		$1.21K Buy
+38
New +$1.28K ﹤0.01% 358

Other funds holding LEG

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's LEG Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of Leggett & Platt (LEG) in Q2 2023, closing a stake of 38 shares — an estimated $1.21K sold.

Financial Synergies Wealth Advisors first reported a position in LEG in Q1 2023 and held it in 1 quarter. The position peaked at $1.21K in Q1 2023. 407 funds tracked by Wall St. Rank hold LEG as of Q2 2023.

  • Financial Synergies Wealth Advisors reported no remaining Leggett & Platt position as of Q2 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 38 Leggett & Platt shares in Q2 2023, an estimated $1.21K.
  • Financial Synergies Wealth Advisors first reported a position in Leggett & Platt in Q1 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Leggett & Platt position peaked at $1.21K in Q1 2023.
  • 407 funds tracked by Wall St. Rank held Leggett & Platt as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.