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Fortitude Advisory Group’s L3Harris LHX Stock Holding History

Fortitude Advisory Group’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
2023
Q1 		– Sell
-992
Closed -$206K – 230
2022
Q4 		$206K Buy
992
+4
+0.4% +$902 0.18% 181
2022
Q3 		$205K Buy
988
+49
+5% +$11.3K 0.19% 166
2022
Q2 		$227K Buy
939
+5
+0.5% +$1.21K 0.21% 150
2022
Q1 		$232K Buy
934
+3
+0.3% +$699 0.12% 176
2021
Q4 		$199K Buy
+931
New +$206K 0.1% 201

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fortitude Advisory Group's LHX Position: Q1 2023 in Review

Fortitude Advisory Group sold out of L3Harris (LHX) in Q1 2023, closing a stake of 992 shares — an estimated $206K sold.

Fortitude Advisory Group first reported a position in LHX in Q4 2021 and held it in 5 quarters. The position peaked at $232K in Q1 2022. 1,210 funds tracked by Wall St. Rank hold LHX as of Q1 2023.

  • Fortitude Advisory Group reported no remaining L3Harris position as of Q1 2023 after selling out during the quarter.
  • Fortitude Advisory Group sold 992 L3Harris shares in Q1 2023, an estimated $206K.
  • Fortitude Advisory Group first reported a position in L3Harris in Q4 2021 and held it in 5 quarters.
  • Fortitude Advisory Group's L3Harris position peaked at $232K in Q1 2022.
  • 1,210 funds tracked by Wall St. Rank held L3Harris as of Q1 2023.

Based on Fortitude Advisory Group's 13F filing for Q1 2023, filed 5 May 2023.