Focused Wealth Management’s L3Harris LHX Stock Holding History

Focused Wealth Management’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	-136	Closed	-$28.7K	–	611
2023 Q4	$28.7K	Hold	136	–	–	﹤0.01%	384
2023 Q3	$23.7K	Hold	136	–	–	﹤0.01%	401
2023 Q2	$26.7K	Hold	136	–	–	﹤0.01%	386
2023 Q1	$26.7K	Hold	136	–	–	0.01%	392
2022 Q4	$28.4K	Hold	136	–	–	0.01%	373
2022 Q3	$28K	Hold	136	–	–	0.01%	344
2022 Q2	$33K	Hold	136	–	–	0.01%	333
2022 Q1	$34K	Sell	136 -850	-86%	-$198K	0.01%	355
2021 Q4	$210K	Buy	986 +150	+18%	+$33.2K	0.03%	166
2021 Q3	$184K	Buy	836 +6	+0.7%	+$1.36K	0.03%	172
2021 Q2	$179K	Buy	830 +130	+19%	+$28K	0.03%	184
2021 Q1	$142K	Buy	+700	New	+$131K	0.03%	219
2020 Q1	–	Sell	-725	Closed	-$143K	–	745
2019 Q4	$143K	Buy	+725	New	+$145K	0.03%	208

Other funds holding LHX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focused Wealth Management's LHX Position: Q1 2024 in Review

Focused Wealth Management sold out of L3Harris (LHX) in Q1 2024, closing a stake of 136 shares — an estimated $28.7K sold.

Focused Wealth Management first reported a position in LHX in Q4 2019 and held it in 13 quarters. The position peaked at $210K in Q4 2021. 1,282 funds tracked by Wall St. Rank hold LHX as of Q1 2024.

Focused Wealth Management reported no remaining L3Harris position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 136 L3Harris shares in Q1 2024, an estimated $28.7K.
Focused Wealth Management first reported a position in L3Harris in Q4 2019 and held it in 13 quarters.
Focused Wealth Management's L3Harris position peaked at $210K in Q4 2021.
1,282 funds tracked by Wall St. Rank held L3Harris as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.