GWAG
LM

Garrett Wealth Advisory Group’s Legg Mason, Inc. LM Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-36
Closed -$1.38K – 730
2019
Q3 		$1.38K Buy
+36
New +$1.36K ﹤0.01% 654

Other funds holding LM

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Garrett Wealth Advisory Group's LM Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Legg Mason, Inc. (LM) in Q4 2019, closing a stake of 36 shares — an estimated $1.38K sold.

Garrett Wealth Advisory Group first reported a position in LM in Q3 2019 and held it in 1 quarter. The position peaked at $1.38K in Q3 2019. 347 funds tracked by Wall St. Rank hold LM as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Legg Mason, Inc. position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 36 Legg Mason, Inc. shares in Q4 2019, an estimated $1.38K.
  • Garrett Wealth Advisory Group first reported a position in Legg Mason, Inc. in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Legg Mason, Inc. position peaked at $1.38K in Q3 2019.
  • 347 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.