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Buck Wealth Strategies’s L3Harris LHX Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-272
Closed -$47.3K – 230
2023
Q3 		$47.3K Buy
272
+260
+2,167% +$47.8K 0.02% 115
2023
Q2 		$2.28K Hold
12
– – ﹤0.01% 233
2023
Q1 		$2.28K Buy
+12
New +$2.45K ﹤0.01% 179

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buck Wealth Strategies's LHX Position: Q4 2023 in Review

Buck Wealth Strategies sold out of L3Harris (LHX) in Q4 2023, closing a stake of 272 shares — an estimated $47.3K sold.

Buck Wealth Strategies first reported a position in LHX in Q1 2023 and held it in 3 quarters. The position peaked at $47.3K in Q3 2023. 1,257 funds tracked by Wall St. Rank hold LHX as of Q4 2023.

  • Buck Wealth Strategies reported no remaining L3Harris position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 272 L3Harris shares in Q4 2023, an estimated $47.3K.
  • Buck Wealth Strategies first reported a position in L3Harris in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's L3Harris position peaked at $47.3K in Q3 2023.
  • 1,257 funds tracked by Wall St. Rank held L3Harris as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.