Valeo Financial Advisors’s Legg Mason, Inc. LM Stock Holding History

Valeo Financial 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	-130	Closed	-$5K	–	1982
2019 Q4	$5K	Buy	+130	New	+$4.83K	﹤0.01%	1315
2019 Q3	–	Sell	-130	Closed	-$5K	–	1723
2019 Q2	$5K	Sell	130 -5	-4%	-$173	﹤0.01%	1236
2019 Q1	$4K	Buy	135 +130	+2,600%	+$3.73K	﹤0.01%	1261
2018 Q4	$0	Sell	5 -47	-90%	-$1.32K	﹤0.01%	1840
2018 Q3	$1K	Buy	52 +5	+11%	+$162	﹤0.01%	1738
2018 Q2	$2K	Buy	47 +14	+42%	+$531	﹤0.01%	1405
2018 Q1	$1K	Buy	+33	New	+$1.36K	﹤0.01%	1506

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Valeo Financial Advisors's LM Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 130 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in LM in Q1 2018 and held it in 7 quarters. The position peaked at $5K in Q4 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Valeo Financial Advisors reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Valeo Financial Advisors sold 130 Legg Mason, Inc. shares in Q1 2020, an estimated $5K.
Valeo Financial Advisors first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 7 quarters.
Valeo Financial Advisors's Legg Mason, Inc. position peaked at $5K in Q4 2019.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.