- New Purchases: EFAV, IGRO,
- Added Positions: ITOT, DGRO, IEFA, IEMG, MSFT, EEMV, PFE, PG, JPM, CSCO, KO, XOM, BP, USB, BAC, CSX, SUSC,
- Reduced Positions: USMV, ENB, GOLD, DD, L, EELV, CMCSA, CTVA, T, TFC, INTC,
- Sold Out: LGLV, AEM, BAM, SNY, EQC, HDS, ABB, RDS.B, GE,
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.- ISHARES TRUST (USMV) - 1,665,095 shares, 38.80% of the total portfolio. Shares reduced by 9.91%
- ISHARES TRUST (ITOT) - 468,608 shares, 12.51% of the total portfolio. Shares added by 21.09%
- ISHARES TRUST (EFAV) - 448,981 shares, 11.40% of the total portfolio. New Position
- ISHARES TRUST (DGRO) - 429,559 shares, 6.21% of the total portfolio. Shares added by 50.68%
- ISHARES INC (EEMV) - 304,479 shares, 6.09% of the total portfolio. Shares added by 1.29%
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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