Legacy Financial Advisors, Inc. Buys ISHARES TRUST, ISHARES TRUST, ISHARES TRUST, Sells SPDR SERIES TRUST, Agnico Eagle Mines, Brookfield Asset Management Inc

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Aug 07, 2020
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Investment company Legacy Financial Advisors, Inc. (Current Portfolio) buys ISHARES TRUST, ISHARES TRUST, ISHARES TRUST, ISHARES TRUST, ISHARES TRUST, sells SPDR SERIES TRUST, Agnico Eagle Mines, Brookfield Asset Management Inc, Sanofi SA, Equity Commonwealth during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Legacy Financial Advisors, Inc.. As of 2020Q2, Legacy Financial Advisors, Inc. owns 41 stocks with a total value of $260 million. These are the details of the buys and sells.

For the details of Legacy Financial Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/legacy+financial+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Legacy Financial Advisors, Inc.
  1. ISHARES TRUST (USMV) - 1,665,095 shares, 38.80% of the total portfolio. Shares reduced by 9.91%
  2. ISHARES TRUST (ITOT) - 468,608 shares, 12.51% of the total portfolio. Shares added by 21.09%
  3. ISHARES TRUST (EFAV) - 448,981 shares, 11.40% of the total portfolio. New Position
  4. ISHARES TRUST (DGRO) - 429,559 shares, 6.21% of the total portfolio. Shares added by 50.68%
  5. ISHARES INC (EEMV) - 304,479 shares, 6.09% of the total portfolio. Shares added by 1.29%
New Purchase: ISHARES TRUST (EFAV)

Legacy Financial Advisors, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $67.34. The impact to a portfolio due to this purchase was 11.4%. The holding were 448,981 shares as of .

New Purchase: ISHARES TRUST (IGRO)

Legacy Financial Advisors, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $43.22 and $55.29, with an estimated average price of $48.91. The stock is now traded at around $54.25. The impact to a portfolio due to this purchase was 2.04%. The holding were 103,189 shares as of .

Added: ISHARES TRUST (ITOT)

Legacy Financial Advisors, Inc. added to a holding in ISHARES TRUST by 21.09%. The purchase prices were between $54.27 and $72.51, with an estimated average price of $65.03. The stock is now traded at around $75.34. The impact to a portfolio due to this purchase was 2.18%. The holding were 468,608 shares as of .

Added: ISHARES TRUST (DGRO)

Legacy Financial Advisors, Inc. added to a holding in ISHARES TRUST by 50.68%. The purchase prices were between $30.95 and $40.57, with an estimated average price of $36.1. The stock is now traded at around $39.84. The impact to a portfolio due to this purchase was 2.09%. The holding were 429,559 shares as of .

Added: ISHARES TRUST (IEFA)

Legacy Financial Advisors, Inc. added to a holding in ISHARES TRUST by 47.19%. The purchase prices were between $46.85 and $60.01, with an estimated average price of $53.6. The stock is now traded at around $59.78. The impact to a portfolio due to this purchase was 1.28%. The holding were 181,603 shares as of .

Added: ISHARES INC (IEMG)

Legacy Financial Advisors, Inc. added to a holding in ISHARES INC by 96.99%. The purchase prices were between $38.47 and $48.81, with an estimated average price of $44.24. The stock is now traded at around $52.68. The impact to a portfolio due to this purchase was 0.84%. The holding were 92,984 shares as of .

Added: Pfizer Inc (PFE)

Legacy Financial Advisors, Inc. added to a holding in Pfizer Inc by 26.44%. The purchase prices were between $31.75 and $38.51, with an estimated average price of $35.78. The stock is now traded at around $38.32. The impact to a portfolio due to this purchase was 0.07%. The holding were 25,931 shares as of .

Sold Out: SPDR SERIES TRUST (LGLV)

Legacy Financial Advisors, Inc. sold out a holding in SPDR SERIES TRUST. The sale prices were between $85.62 and $110.58, with an estimated average price of $99.12.

Sold Out: Agnico Eagle Mines Ltd (AEM)

Legacy Financial Advisors, Inc. sold out a holding in Agnico Eagle Mines Ltd. The sale prices were between $39.79 and $68.93, with an estimated average price of $58.9.

Sold Out: Sanofi SA (SNY)

Legacy Financial Advisors, Inc. sold out a holding in Sanofi SA. The sale prices were between $42.91 and $52.5, with an estimated average price of $48.46.

Sold Out: Brookfield Asset Management Inc (BAM)

Legacy Financial Advisors, Inc. sold out a holding in Brookfield Asset Management Inc. The sale prices were between $27.75 and $37.71, with an estimated average price of $32.78.

Sold Out: Equity Commonwealth (EQC)

Legacy Financial Advisors, Inc. sold out a holding in Equity Commonwealth. The sale prices were between $31.25 and $34.64, with an estimated average price of $33.

Sold Out: HD Supply Holdings Inc (HDS)

Legacy Financial Advisors, Inc. sold out a holding in HD Supply Holdings Inc. The sale prices were between $25.68 and $37.85, with an estimated average price of $30.98.



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