Parcion Private Wealth’s Legg Mason, Inc. LM Stock Holding History

Parcion Private Wealth’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 Q2	–	Sell	-4,407	Closed	-$215K	–	218
2020 Q1	$215K	Buy	+4,407	New	+$192K	0.06%	166

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Parcion Private Wealth's LM Position: Q2 2020 in Review

Parcion Private Wealth sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 4,407 shares — an estimated $215K sold.

Parcion Private Wealth first reported a position in LM in Q1 2020 and held it in 1 quarter. The position peaked at $215K in Q1 2020. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

Parcion Private Wealth reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
Parcion Private Wealth sold 4,407 Legg Mason, Inc. shares in Q2 2020, an estimated $215K.
Parcion Private Wealth first reported a position in Legg Mason, Inc. in Q1 2020 and held it in 1 quarter.
Parcion Private Wealth's Legg Mason, Inc. position peaked at $215K in Q1 2020.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Parcion Private Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.