IWP
LM

Icon Wealth Partners’s Legg Mason, Inc. LM Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-576
Closed -$16K – 876
2019
Q1 		$16K Buy
+576
New +$16.5K 0.01% 607
2018
Q3 		– Sell
-208
Closed -$7K – 795
2018
Q2 		$7K Buy
+208
New +$7.89K ﹤0.01% 732

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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

Icon Wealth Partners's LM Position: Q2 2019 in Review

Icon Wealth Partners sold out of Legg Mason, Inc. (LM) in Q2 2019, closing a stake of 576 shares — an estimated $16K sold.

Icon Wealth Partners first reported a position in LM in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 326 funds tracked by Wall St. Rank hold LM as of Q2 2019.

  • Icon Wealth Partners reported no remaining Legg Mason, Inc. position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 576 Legg Mason, Inc. shares in Q2 2019, an estimated $16K.
  • Icon Wealth Partners first reported a position in Legg Mason, Inc. in Q2 2018 and held it in 2 quarters.
  • Icon Wealth Partners's Legg Mason, Inc. position peaked at $16K in Q1 2019.
  • 326 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.