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Forvis Mazars Wealth Advisors’s Leidos LDOS Stock Holding History

Forvis Mazars Wealth Advisors’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
2021
Q1 		– Sell
-5,746
Closed -$604K – 323
2020
Q4 		$604K Buy
5,746
+79
+1% +$7.57K 0.03% 198
2020
Q3 		$505K Buy
5,667
+479
+9% +$43.3K 0.03% 205
2020
Q2 		$486K Buy
+5,188
New +$511K 0.03% 200

Other funds holding LDOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's LDOS Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Leidos (LDOS) in Q1 2021, closing a stake of 5,746 shares — an estimated $604K sold.

Forvis Mazars Wealth Advisors first reported a position in LDOS in Q2 2020 and held it in 3 quarters. The position peaked at $604K in Q4 2020. 519 funds tracked by Wall St. Rank hold LDOS as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Leidos position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,746 Leidos shares in Q1 2021, an estimated $604K.
  • Forvis Mazars Wealth Advisors first reported a position in Leidos in Q2 2020 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Leidos position peaked at $604K in Q4 2020.
  • 519 funds tracked by Wall St. Rank held Leidos as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.