RIA
LM

Realta Investment Advisors’s Legg Mason, Inc. LM Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-529
Closed -$21K – 1595
2019
Q4 		$21K Sell
529
-501
-49% -$18.6K 0.01% 918
2019
Q3 		$39K Sell
1,030
-3,587
-78% -$136K 0.01% 738
2019
Q2 		$179K Buy
+4,617
New +$160K 0.05% 356

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Realta Investment Advisors's LM Position: Q1 2020 in Review

Realta Investment Advisors sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 529 shares — an estimated $21K sold.

Realta Investment Advisors first reported a position in LM in Q2 2019 and held it in 3 quarters. The position peaked at $179K in Q2 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Realta Investment Advisors reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 529 Legg Mason, Inc. shares in Q1 2020, an estimated $21K.
  • Realta Investment Advisors first reported a position in Legg Mason, Inc. in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Legg Mason, Inc. position peaked at $179K in Q2 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.