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Alterna Wealth Management’s Leidos LDOS Stock Holding History

Alterna Wealth Management’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,817
Closed -$276K – 97
2019
Q4 		$276K Buy
2,817
+371
+15% +$32.7K 0.31% 70
2019
Q3 		$210K Buy
+2,446
New +$205K 0.25% 106

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alterna Wealth Management's LDOS Position: Q1 2020 in Review

Alterna Wealth Management sold out of Leidos (LDOS) in Q1 2020, closing a stake of 2,817 shares — an estimated $276K sold.

Alterna Wealth Management first reported a position in LDOS in Q3 2019 and held it in 2 quarters. The position peaked at $276K in Q4 2019. 568 funds tracked by Wall St. Rank hold LDOS as of Q1 2020.

  • Alterna Wealth Management reported no remaining Leidos position as of Q1 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 2,817 Leidos shares in Q1 2020, an estimated $276K.
  • Alterna Wealth Management first reported a position in Leidos in Q3 2019 and held it in 2 quarters.
  • Alterna Wealth Management's Leidos position peaked at $276K in Q4 2019.
  • 568 funds tracked by Wall St. Rank held Leidos as of Q1 2020.

Based on Alterna Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.