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Heritage Oak Wealth Advisors’s L3Harris LHX Stock Holding History

Heritage Oak 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
Q4 		– Sell
-1,650
Closed -$392K – 137
2024
Q3 		$392K Buy
+1,650
New +$381K 0.18% 80

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Oak Wealth Advisors's LHX Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of L3Harris (LHX) in Q4 2024, closing a stake of 1,650 shares — an estimated $392K sold.

Heritage Oak Wealth Advisors first reported a position in LHX in Q3 2024 and held it in 1 quarter. The position peaked at $392K in Q3 2024. 1,401 funds tracked by Wall St. Rank hold LHX as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining L3Harris position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,650 L3Harris shares in Q4 2024, an estimated $392K.
  • Heritage Oak Wealth Advisors first reported a position in L3Harris in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's L3Harris position peaked at $392K in Q3 2024.
  • 1,401 funds tracked by Wall St. Rank held L3Harris as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.