GeoWealth Management’s Leggett & Platt LEG Stock Holding History

GeoWealth Management’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
2024 Q1	–	Sell	-11,235	Closed	-$294K	–	882
2023 Q4	$294K	Buy	+11,235	New	+$276K	0.02%	416

Other funds holding LEG

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GeoWealth Management's LEG Position: Q1 2024 in Review

GeoWealth Management sold out of Leggett & Platt (LEG) in Q1 2024, closing a stake of 11,235 shares — an estimated $294K sold.

GeoWealth Management first reported a position in LEG in Q4 2023 and held it in 1 quarter. The position peaked at $294K in Q4 2023. 364 funds tracked by Wall St. Rank hold LEG as of Q1 2024.

GeoWealth Management reported no remaining Leggett & Platt position as of Q1 2024 after selling out during the quarter.
GeoWealth Management sold 11,235 Leggett & Platt shares in Q1 2024, an estimated $294K.
GeoWealth Management first reported a position in Leggett & Platt in Q4 2023 and held it in 1 quarter.
GeoWealth Management's Leggett & Platt position peaked at $294K in Q4 2023.
364 funds tracked by Wall St. Rank held Leggett & Platt as of Q1 2024.

Based on GeoWealth Management's 13F filing for Q1 2024, filed 15 May 2024.