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Curated Wealth Partners’s L3Harris LHX Stock Holding History

Curated Wealth Partners’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
2022
Q2 		– Sell
-1,104
Closed -$237K – 149
2022
Q1 		$237K Hold
1,104
– – 0.08% 124
2021
Q4 		$237K Buy
1,104
+31
+3% +$6.87K 0.08% 128
2021
Q3 		$236K Buy
1,073
+11
+1% +$2.5K 0.13% 126
2021
Q2 		$230K Buy
+1,062
New +$228K 0.13% 133

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curated Wealth Partners's LHX Position: Q2 2022 in Review

Curated Wealth Partners sold out of L3Harris (LHX) in Q2 2022, closing a stake of 1,104 shares — an estimated $237K sold.

Curated Wealth Partners first reported a position in LHX in Q2 2021 and held it in 4 quarters. The position peaked at $237K in Q1 2022. 1,201 funds tracked by Wall St. Rank hold LHX as of Q2 2022.

  • Curated Wealth Partners reported no remaining L3Harris position as of Q2 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 1,104 L3Harris shares in Q2 2022, an estimated $237K.
  • Curated Wealth Partners first reported a position in L3Harris in Q2 2021 and held it in 4 quarters.
  • Curated Wealth Partners's L3Harris position peaked at $237K in Q1 2022.
  • 1,201 funds tracked by Wall St. Rank held L3Harris as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.