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Burt Wealth Advisors’s Leidos LDOS Stock Holding History

Burt Wealth Advisors’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
2021
Q1 		– Sell
-18
Closed -$2K – 235
2020
Q4 		$2K Hold
18
– – ﹤0.01% 349
2020
Q3 		$2K Hold
18
– – ﹤0.01% 352
2020
Q2 		$2K Buy
+18
New +$1.77K ﹤0.01% 340
2016
Q1 		– Sell
-72
Closed -$4K – 702
2015
Q4 		$4K Buy
+72
New +$3.8K ﹤0.01% 401

Other funds holding LDOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burt Wealth Advisors's LDOS Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Leidos (LDOS) in Q1 2021, closing a stake of 18 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in LDOS in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q4 2015. 519 funds tracked by Wall St. Rank hold LDOS as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Leidos position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 18 Leidos shares in Q1 2021, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Leidos in Q4 2015 and held it in 4 quarters.
  • Burt Wealth Advisors's Leidos position peaked at $4K in Q4 2015.
  • 519 funds tracked by Wall St. Rank held Leidos as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.