GWS
LM

Glassman Wealth Services’s Legg Mason, Inc. LM Stock Holding History

Glassman Wealth Services’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
Q3 		– Sell
-2
Closed – – 1574
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1658
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1743
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1626
2019
Q3 		$0 Buy
+2
New +$76 ﹤0.01% 1530
2016
Q4 		– Sell
-12
Closed – – 745
2016
Q3 		$0 Buy
+12
New +$400 ﹤0.01% 618

Glassman Wealth Services's LM Position: Q3 2020 in Review

Glassman Wealth Services sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 2 shares.

Glassman Wealth Services first reported a position in LM in Q3 2016 and held it in 5 quarters. The position peaked at $0 in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Glassman Wealth Services reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 2 Legg Mason, Inc. shares in Q3 2020.
  • Glassman Wealth Services first reported a position in Legg Mason, Inc. in Q3 2016 and held it in 5 quarters.
  • Glassman Wealth Services's Legg Mason, Inc. position peaked at $0 in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Glassman Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.