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Ameliora Wealth Management’s L3Harris LHX Stock Holding History

Ameliora Wealth Management’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-39
Closed -$8.76K – 180
2024
Q2 		$8.76K Sell
39
-199
-84% -$43K ﹤0.01% 163
2024
Q1 		$50.7K Hold
238
– – 0.02% 131
2023
Q4 		$50.1K Sell
238
-1,630
-87% -$306K 0.02% 116
2023
Q3 		$325K Hold
1,868
– – 0.19% 63
2023
Q2 		$366K Sell
1,868
-680
-27% -$130K 0.23% 62
2023
Q1 		$500K Buy
2,548
+2,389
+1,503% +$488K 0.29% 64
2022
Q4 		$33.1K Buy
159
+120
+308% +$27.1K 0.02% 166
2022
Q3 		$8K Buy
+39
New +$8.99K ﹤0.01% 198

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameliora Wealth Management's LHX Position: Q3 2024 in Review

Ameliora Wealth Management sold out of L3Harris (LHX) in Q3 2024, closing a stake of 39 shares — an estimated $8.76K sold.

Ameliora Wealth Management first reported a position in LHX in Q3 2022 and held it in 8 quarters. The position peaked at $500K in Q1 2023. 1,348 funds tracked by Wall St. Rank hold LHX as of Q3 2024.

  • Ameliora Wealth Management reported no remaining L3Harris position as of Q3 2024 after selling out during the quarter.
  • Ameliora Wealth Management sold 39 L3Harris shares in Q3 2024, an estimated $8.76K.
  • Ameliora Wealth Management first reported a position in L3Harris in Q3 2022 and held it in 8 quarters.
  • Ameliora Wealth Management's L3Harris position peaked at $500K in Q1 2023.
  • 1,348 funds tracked by Wall St. Rank held L3Harris as of Q3 2024.

Based on Ameliora Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.