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Biltmore Wealth Management’s L3Harris LHX Stock Holding History

Biltmore 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
2021
Q1 		– Sell
-2,409
Closed -$455K – 56
2020
Q4 		$455K Sell
2,409
-126
-5% -$23.1K 0.24% 35
2020
Q3 		$430K Sell
2,535
-250
-9% -$43.9K 0.25% 29
2020
Q2 		$502K Buy
2,785
+735
+36% +$138K 0.32% 18
2020
Q1 		$406K Hold
2,050
– – 0.19% 37
2019
Q4 		$406K Sell
2,050
-298
-13% -$59.8K 0.19% 37
2019
Q3 		$490K Sell
2,348
-270
-10% -$55.3K 0.24% 25
2019
Q2 		$495K Sell
2,618
-589
-18% -$106K 0.25% 26
2019
Q1 		$512K Buy
+3,207
New +$494K 0.27% 28

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Biltmore Wealth Management's LHX Position: Q1 2021 in Review

Biltmore Wealth Management sold out of L3Harris (LHX) in Q1 2021, closing a stake of 2,409 shares — an estimated $455K sold.

Biltmore Wealth Management first reported a position in LHX in Q1 2019 and held it in 8 quarters. The position peaked at $512K in Q1 2019. 1,142 funds tracked by Wall St. Rank hold LHX as of Q1 2021.

  • Biltmore Wealth Management reported no remaining L3Harris position as of Q1 2021 after selling out during the quarter.
  • Biltmore Wealth Management sold 2,409 L3Harris shares in Q1 2021, an estimated $455K.
  • Biltmore Wealth Management first reported a position in L3Harris in Q1 2019 and held it in 8 quarters.
  • Biltmore Wealth Management's L3Harris position peaked at $512K in Q1 2019.
  • 1,142 funds tracked by Wall St. Rank held L3Harris as of Q1 2021.

Based on Biltmore Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.