TCI Wealth Advisors’s Legg Mason, Inc. LM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-114
Closed -$6K 1730
2020
Q2
$6K Hold
114
﹤0.01% 715
2020
Q1
$6K Buy
+114
New +$4.97K ﹤0.01% 697
2018
Q4
Sell
-8
Closed 1757
2018
Q3
$0 Sell
8
-16
-67% -$517 ﹤0.01% 1646
2018
Q2
$1K Buy
+24
New +$911 ﹤0.01% 1449

TCI Wealth Advisors's LM Position: Q3 2020 in Review

TCI Wealth Advisors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 114 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in LM in Q2 2018 and held it in 4 quarters. The position peaked at $6K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • TCI Wealth Advisors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 114 Legg Mason, Inc. shares in Q3 2020, an estimated $6K.
  • TCI Wealth Advisors first reported a position in Legg Mason, Inc. in Q2 2018 and held it in 4 quarters.
  • TCI Wealth Advisors's Legg Mason, Inc. position peaked at $6K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on TCI Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.