WOSD
LM

WFA of San Diego’s Legg Mason, Inc. LM Stock Holding History

WFA of San Diego’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
Q3 		– Sell
-6,825
Closed -$255K – 262
2020
Q2 		$255K Buy
+6,825
New +$339K 0.06% 224

WFA of San Diego's LM Position: Q3 2020 in Review

WFA of San Diego sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 6,825 shares — an estimated $255K sold.

WFA of San Diego first reported a position in LM in Q2 2020 and held it in 1 quarter. The position peaked at $255K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • WFA of San Diego reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • WFA of San Diego sold 6,825 Legg Mason, Inc. shares in Q3 2020, an estimated $255K.
  • WFA of San Diego first reported a position in Legg Mason, Inc. in Q2 2020 and held it in 1 quarter.
  • WFA of San Diego's Legg Mason, Inc. position peaked at $255K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.