Wells Fargo’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
2018
Q3
Sell
-104,000
Closed -$135K 6698
2018
Q2
$135K Hold
104,000
﹤0.01% 5229
2018
Q1
$696K Hold
104,000
﹤0.01% 4169
2017
Q4
$973K Hold
104,000
﹤0.01% 3955
2017
Q3
$971K Hold
104,000
﹤0.01% 3878
2017
Q2
$910K Hold
104,000
﹤0.01% 3802
2017
Q1
$765K Sell
104,000
-30,300
-23% -$1.05M ﹤0.01% 3951
2016
Q4
$543K Buy
+134,300
New +$4.22M ﹤0.01% 4149

Wells Fargo's LM Position: Q3 2020 in Review

Wells Fargo sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 81,032 shares — an estimated $4.03M sold.

Wells Fargo first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $35.3M in Q1 2014. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Wells Fargo reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Wells Fargo sold 81,032 Legg Mason, Inc. shares in Q3 2020, an estimated $4.03M.
  • Wells Fargo first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
  • Wells Fargo's Legg Mason, Inc. position peaked at $35.3M in Q1 2014.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Wells Fargo's 13F filing for Q3 2020, filed 5 Nov 2020.