Baker Tilly Wealth Management’s Leidos LDOS Stock Holding History

Baker Tilly 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
2024 Q1	–	Sell	-2,135	Closed	-$231K	–	446
2023 Q4	$231K	Buy	+2,135	New	+$218K	0.04%	425
2022 Q2	–	Sell	-1,861	Closed	-$201K	–	521
2022 Q1	$201K	Buy	+1,861	New	+$179K	0.02%	499
2021 Q4	–	Sell	-2,097	Closed	-$202K	–	536
2021 Q3	$202K	Sell	2,097 -8	-0.4%	-$793	0.03%	491
2021 Q2	$213K	Buy	+2,105	New	+$216K	0.03%	473
2021 Q1	–	Sell	-1,913	Closed	-$201K	–	468
2020 Q4	$201K	Buy	+1,913	New	+$183K	0.06%	327

Other funds holding LDOS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baker Tilly Wealth Management's LDOS Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of Leidos (LDOS) in Q1 2024, closing a stake of 2,135 shares — an estimated $231K sold.

Baker Tilly Wealth Management first reported a position in LDOS in Q4 2020 and held it in 5 quarters. The position peaked at $231K in Q4 2023. 669 funds tracked by Wall St. Rank hold LDOS as of Q1 2024.

Baker Tilly Wealth Management reported no remaining Leidos position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,135 Leidos shares in Q1 2024, an estimated $231K.
Baker Tilly Wealth Management first reported a position in Leidos in Q4 2020 and held it in 5 quarters.
Baker Tilly Wealth Management's Leidos position peaked at $231K in Q4 2023.
669 funds tracked by Wall St. Rank held Leidos as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.