CCG Wealth Management’s Leidos LDOS Stock Holding History

CCG 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
2023 Q1	–	Sell	-2,431	Closed	-$256K	–	83
2022 Q4	$256K	Sell	2,431 -93	-4%	-$9.52K	0.14%	78
2022 Q3	$221K	Buy	+2,524	New	+$247K	0.13%	82

Other funds holding LDOS

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

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

CCG Wealth Management's LDOS Position: Q1 2023 in Review

CCG Wealth Management sold out of Leidos (LDOS) in Q1 2023, closing a stake of 2,431 shares — an estimated $256K sold.

CCG Wealth Management first reported a position in LDOS in Q3 2022 and held it in 2 quarters. The position peaked at $256K in Q4 2022. 565 funds tracked by Wall St. Rank hold LDOS as of Q1 2023.

CCG Wealth Management reported no remaining Leidos position as of Q1 2023 after selling out during the quarter.
CCG Wealth Management sold 2,431 Leidos shares in Q1 2023, an estimated $256K.
CCG Wealth Management first reported a position in Leidos in Q3 2022 and held it in 2 quarters.
CCG Wealth Management's Leidos position peaked at $256K in Q4 2022.
565 funds tracked by Wall St. Rank held Leidos as of Q1 2023.

Based on CCG Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.