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Global Wealth Management Investment Advisory’s L3Harris LHX Stock Holding History

Global Wealth Management Investment Advisory’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
-325
Closed -$68.5K – 308
2023
Q4 		$68.5K Hold
325
– – 0.02% 172
2023
Q3 		$56.6K Hold
325
– – 0.02% 187
2023
Q2 		$63.6K Buy
+325
New +$62.2K 0.02% 184
2019
Q4 		– Sell
-2
Closed – – 685
2019
Q3 		$0 Buy
+2
New +$409 ﹤0.01% 689

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

Global Wealth Management Investment Advisory's LHX Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of L3Harris (LHX) in Q1 2024, closing a stake of 325 shares — an estimated $68.5K sold.

Global Wealth Management Investment Advisory first reported a position in LHX in Q3 2019 and held it in 4 quarters. The position peaked at $68.5K in Q4 2023. 1,283 funds tracked by Wall St. Rank hold LHX as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining L3Harris position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 325 L3Harris shares in Q1 2024, an estimated $68.5K.
  • Global Wealth Management Investment Advisory first reported a position in L3Harris in Q3 2019 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's L3Harris position peaked at $68.5K in Q4 2023.
  • 1,283 funds tracked by Wall St. Rank held L3Harris as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.