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SOA Wealth Advisors’s Leggett & Platt LEG Stock Holding History

SOA 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
2022
Q4 		– Sell
-5
Closed – – 998
2022
Q3 		$0 Sell
5
-7
-58% -$266 ﹤0.01% 915
2022
Q2 		$0 Sell
12
-63
-84% -$2.31K ﹤0.01% 934
2022
Q1 		$2K Hold
75
– – ﹤0.01% 807
2021
Q4 		$3K Hold
75
– – ﹤0.01% 731
2021
Q3 		$3K Buy
75
+6
+9% +$289 ﹤0.01% 751
2021
Q2 		$3K Buy
69
+23
+50% +$1.2K ﹤0.01% 727
2021
Q1 		$2K Sell
46
-125
-73% -$5.56K ﹤0.01% 717
2020
Q4 		$7K Buy
+171
New +$7.33K ﹤0.01% 565

Other funds holding LEG

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

SOA Wealth Advisors's LEG Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Leggett & Platt (LEG) in Q4 2022, closing a stake of 5 shares.

SOA Wealth Advisors first reported a position in LEG in Q4 2020 and held it in 8 quarters. The position peaked at $7K in Q4 2020. 411 funds tracked by Wall St. Rank hold LEG as of Q4 2022.

  • SOA Wealth Advisors reported no remaining Leggett & Platt position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 5 Leggett & Platt shares in Q4 2022.
  • SOA Wealth Advisors first reported a position in Leggett & Platt in Q4 2020 and held it in 8 quarters.
  • SOA Wealth Advisors's Leggett & Platt position peaked at $7K in Q4 2020.
  • 411 funds tracked by Wall St. Rank held Leggett & Platt as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.