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Aries Wealth Management’s L3Harris LHX Stock Holding History

Aries 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
2023
Q3 		– Sell
-1,328
Closed -$260K – 203
2023
Q2 		$260K Sell
1,328
-122
-8% -$23.3K 0.1% 162
2023
Q1 		$285K Sell
1,450
-69
-5% -$14.1K 0.12% 151
2022
Q4 		$316K Buy
1,519
+338
+29% +$76.2K 0.14% 137
2022
Q3 		$291K Buy
1,181
+225
+24% +$51.9K 0.13% 144
2022
Q2 		$231K Buy
+956
New +$231K 0.1% 152

Other funds holding LHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aries Wealth Management's LHX Position: Q3 2023 in Review

Aries Wealth Management sold out of L3Harris (LHX) in Q3 2023, closing a stake of 1,328 shares — an estimated $260K sold.

Aries Wealth Management first reported a position in LHX in Q2 2022 and held it in 5 quarters. The position peaked at $316K in Q4 2022. 1,170 funds tracked by Wall St. Rank hold LHX as of Q3 2023.

  • Aries Wealth Management reported no remaining L3Harris position as of Q3 2023 after selling out during the quarter.
  • Aries Wealth Management sold 1,328 L3Harris shares in Q3 2023, an estimated $260K.
  • Aries Wealth Management first reported a position in L3Harris in Q2 2022 and held it in 5 quarters.
  • Aries Wealth Management's L3Harris position peaked at $316K in Q4 2022.
  • 1,170 funds tracked by Wall St. Rank held L3Harris as of Q3 2023.

Based on Aries Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.