Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Erie Indemnity ERIE Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-90
Closed -$26.4K – 178
2023
Q3 		$26.4K Buy
+90
New +$23.3K 0.01% 242

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Legacy Financial Group (Iowa)'s ERIE Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Erie Indemnity (ERIE) in Q4 2023, closing a stake of 90 shares — an estimated $26.4K sold.

Legacy Financial Group (Iowa) first reported a position in ERIE in Q3 2023 and held it in 1 quarter. The position peaked at $26.4K in Q3 2023. 298 funds tracked by Wall St. Rank hold ERIE as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Erie Indemnity position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 90 Erie Indemnity shares in Q4 2023, an estimated $26.4K.
  • Legacy Financial Group (Iowa) first reported a position in Erie Indemnity in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Erie Indemnity position peaked at $26.4K in Q3 2023.
  • 298 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.