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Financial Synergies Wealth Advisors’s L3Harris LHX Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q1 		– Sell
-3
Closed -$625 – 531
2023
Q4 		$625 Buy
+3
New +$563 ﹤0.01% 363
2023
Q1 		– Sell
-3
Closed -$625 – 502
2022
Q4 		$625 Hold
3
– – ﹤0.01% 363
2022
Q3 		$624 Hold
3
– – ﹤0.01% 350
2022
Q2 		$726 Buy
+3
New +$724 ﹤0.01% 345

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

Financial Synergies Wealth Advisors's LHX Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of L3Harris (LHX) in Q1 2024, closing a stake of 3 shares — an estimated $625 sold.

Financial Synergies Wealth Advisors first reported a position in LHX in Q2 2022 and held it in 4 quarters. The position peaked at $726 in Q2 2022. 1,282 funds tracked by Wall St. Rank hold LHX as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining L3Harris position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 L3Harris shares in Q1 2024, an estimated $625.
  • Financial Synergies Wealth Advisors first reported a position in L3Harris in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's L3Harris position peaked at $726 in Q2 2022.
  • 1,282 funds tracked by Wall St. Rank held L3Harris as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.