HWM
LM

HighMark Wealth Management’s Legg Mason, Inc. LM Stock Holding History

HighMark Wealth Management’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
-18
Closed -$1K – 489
2020
Q2 		$1K Buy
18
+1
+6% +$50 ﹤0.01% 427
2020
Q1 		$0 Hold
17
– – ﹤0.01% 436
2019
Q4 		$0 Buy
+17
New +$631 ﹤0.01% 406

HighMark Wealth Management's LM Position: Q3 2020 in Review

HighMark Wealth Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 18 shares — an estimated $1K sold.

HighMark Wealth Management first reported a position in LM in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • HighMark Wealth Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 18 Legg Mason, Inc. shares in Q3 2020, an estimated $1K.
  • HighMark Wealth Management first reported a position in Legg Mason, Inc. in Q4 2019 and held it in 3 quarters.
  • HighMark Wealth Management's Legg Mason, Inc. position peaked at $1K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on HighMark Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.