OPS
LM

Orion Portfolio Solutions’s Legg Mason, Inc. LM Stock Holding History

Orion Portfolio Solutions’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
-463
Closed -$23K – 2365
2020
Q2 		$23K Sell
463
-133
-22% -$6.61K ﹤0.01% 914
2020
Q1 		$29K Buy
596
+106
+22% +$4.63K ﹤0.01% 733
2019
Q4 		$18K Buy
+490
New +$18.2K ﹤0.01% 821

Orion Portfolio Solutions's LM Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 463 shares — an estimated $23K sold.

Orion Portfolio Solutions first reported a position in LM in Q4 2019 and held it in 3 quarters. The position peaked at $29K in Q1 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 463 Legg Mason, Inc. shares in Q3 2020, an estimated $23K.
  • Orion Portfolio Solutions first reported a position in Legg Mason, Inc. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Legg Mason, Inc. position peaked at $29K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.