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Avantax Planning Partners’s Leidos LDOS Stock Holding History

Avantax Planning Partners’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
2023
Q1 		– Sell
-2,281
Closed -$240K – 386
2022
Q4 		$240K Buy
+2,281
New +$234K 0.01% 323
2022
Q2 		– Sell
-2,036
Closed -$220K – 360
2022
Q1 		$220K Buy
+2,036
New +$196K 0.01% 330
2021
Q4 		– Sell
-2,418
Closed -$232K – 360
2021
Q3 		$232K Buy
2,418
+111
+5% +$11K 0.01% 293
2021
Q2 		$233K Buy
2,307
+54
+2% +$5.54K 0.01% 289
2021
Q1 		$217K Buy
2,253
+340
+18% +$34.4K 0.01% 285
2020
Q4 		$201K Sell
1,913
-429
-18% -$41.1K 0.01% 281
2020
Q3 		$209K Buy
2,342
+107
+5% +$9.67K 0.01% 278
2020
Q2 		$209K Sell
2,235
-129
-5% -$12.7K 0.01% 260
2020
Q1 		$217K Sell
2,364
-968
-29% -$97.7K 0.02% 245
2019
Q4 		$326K Buy
3,332
+1
+0% +$88 0.02% 222
2019
Q3 		$286K Buy
3,331
+56
+2% +$4.69K 0.02% 241
2019
Q2 		$267K Buy
3,275
+1
+0% +$73 0.02% 249
2019
Q1 		$210K Buy
+3,274
New +$198K 0.01% 275
2018
Q4 		– Sell
-496
Closed -$34K – 794
2018
Q3 		$34K Buy
+496
New +$33.7K ﹤0.01% 574
2018
Q2 		– Sell
-3,906
Closed -$255K – 906
2018
Q1 		$255K Sell
3,906
-308
-7% -$20.3K 0.02% 257
2017
Q4 		$272K Sell
4,214
-236
-5% -$14.8K 0.02% 238
2017
Q3 		$264K Sell
4,450
-119
-3% -$6.63K 0.02% 303
2017
Q2 		$236K Buy
4,569
+3
+0.1% +$160 0.02% 302
2017
Q1 		$234K Sell
4,566
-153
-3% -$7.88K 0.02% 285
2016
Q4 		$241K Buy
+4,719
New +$221K 0.03% 263

Other funds holding LDOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avantax Planning Partners's LDOS Position: Q1 2023 in Review

Avantax Planning Partners sold out of Leidos (LDOS) in Q1 2023, closing a stake of 2,281 shares — an estimated $240K sold.

Avantax Planning Partners first reported a position in LDOS in Q4 2016 and held it in 20 quarters. The position peaked at $326K in Q4 2019. 565 funds tracked by Wall St. Rank hold LDOS as of Q1 2023.

  • Avantax Planning Partners reported no remaining Leidos position as of Q1 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 2,281 Leidos shares in Q1 2023, an estimated $240K.
  • Avantax Planning Partners first reported a position in Leidos in Q4 2016 and held it in 20 quarters.
  • Avantax Planning Partners's Leidos position peaked at $326K in Q4 2019.
  • 565 funds tracked by Wall St. Rank held Leidos as of Q1 2023.

Based on Avantax Planning Partners's 13F filing for Q1 2023, filed 21 Apr 2023.