First Horizon Advisors’s Legg Mason, Inc. LM Stock Holding History

First Horizon 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 Q1	–	Sell	-741	Closed	-$25K	–	1644
2019 Q4	$25K	Hold	741	–	–	﹤0.01%	787
2019 Q3	$27K	Hold	741	–	–	﹤0.01%	748
2019 Q2	$27K	Hold	741	–	–	﹤0.01%	773
2019 Q1	$20K	Hold	741	–	–	﹤0.01%	848
2018 Q4	$18K	Hold	741	–	–	﹤0.01%	845
2018 Q3	$22K	Buy	741 +417	+129%	+$13.5K	﹤0.01%	856
2018 Q2	$10K	Hold	324	–	–	﹤0.01%	1135
2018 Q1	$11K	Buy	+324	New	+$13.4K	﹤0.01%	982
2016 Q1	–	Sell	-19	Closed	–	–	1429
2015 Q4	$0	Hold	19	–	–	﹤0.01%	1415
2015 Q3	$0	Hold	19	–	–	﹤0.01%	1465
2015 Q2	$0	Hold	19	–	–	﹤0.01%	1531
2015 Q1	$1K	Hold	19	–	–	﹤0.01%	1464
2014 Q4	$1K	Sell	19 -489	-96%	-$25.8K	﹤0.01%	1436
2014 Q3	$25K	Sell	508 -37	-7%	-$1.83K	﹤0.01%	753
2014 Q2	$25K	Buy	+545	New	+$26.3K	﹤0.01%	760

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

UOC

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Horizon Advisors's LM Position: Q1 2020 in Review

First Horizon Advisors sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 741 shares — an estimated $25K sold.

First Horizon Advisors first reported a position in LM in Q2 2014 and held it in 15 quarters. The position peaked at $27K in Q3 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

First Horizon Advisors reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
First Horizon Advisors sold 741 Legg Mason, Inc. shares in Q1 2020, an estimated $25K.
First Horizon Advisors first reported a position in Legg Mason, Inc. in Q2 2014 and held it in 15 quarters.
First Horizon Advisors's Legg Mason, Inc. position peaked at $27K in Q3 2019.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on First Horizon Advisors's 13F filing for Q1 2020, filed 5 May 2020.