San Luis Wealth Advisors’s Leggett & Platt LEG Stock Holding History

San Luis Wealth Advisors’s Portfolio LEG Stock Details LEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-48,816	Closed	-$665K	–	150
2024 Q3	$665K	Buy	48,816 +32,381	+197%	+$404K	0.14%	83
2024 Q2	$188K	Buy	+16,435	New	+$232K	0.05%	125
2023 Q3	–	Sell	-21,915	Closed	-$649K	–	115
2023 Q2	$649K	Sell	21,915 -1,636	-7%	-$51.5K	0.23%	103
2023 Q1	$751K	Buy	+23,551	New	+$793K	0.29%	99

Other funds holding LEG

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

San Luis Wealth Advisors's LEG Position: Q4 2024 in Review

San Luis Wealth Advisors sold out of Leggett & Platt (LEG) in Q4 2024, closing a stake of 48,816 shares — an estimated $665K sold.

San Luis Wealth Advisors first reported a position in LEG in Q1 2023 and held it in 4 quarters. The position peaked at $751K in Q1 2023. 351 funds tracked by Wall St. Rank hold LEG as of Q4 2024.

San Luis Wealth Advisors reported no remaining Leggett & Platt position as of Q4 2024 after selling out during the quarter.
San Luis Wealth Advisors sold 48,816 Leggett & Platt shares in Q4 2024, an estimated $665K.
San Luis Wealth Advisors first reported a position in Leggett & Platt in Q1 2023 and held it in 4 quarters.
San Luis Wealth Advisors's Leggett & Platt position peaked at $751K in Q1 2023.
351 funds tracked by Wall St. Rank held Leggett & Platt as of Q4 2024.

Based on San Luis Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.