HWM
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HighMark Wealth Management’s L3Harris LHX Stock Holding History

HighMark 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
2021
Q4 		– Sell
-23
Closed -$5K – 515
2021
Q3 		$5K Hold
23
– – ﹤0.01% 366
2021
Q2 		$5K Sell
23
-11
-32% -$2.37K ﹤0.01% 368
2021
Q1 		$7K Hold
34
– – 0.01% 300
2020
Q4 		$6K Hold
34
– – 0.01% 306
2020
Q3 		$6K Hold
34
– – 0.01% 297
2020
Q2 		$6K Hold
34
– – 0.01% 287
2020
Q1 		$6K Buy
+34
New +$6.97K 0.01% 209

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HighMark Wealth Management's LHX Position: Q4 2021 in Review

HighMark Wealth Management sold out of L3Harris (LHX) in Q4 2021, closing a stake of 23 shares — an estimated $5K sold.

HighMark Wealth Management first reported a position in LHX in Q1 2020 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 1,207 funds tracked by Wall St. Rank hold LHX as of Q4 2021.

  • HighMark Wealth Management reported no remaining L3Harris position as of Q4 2021 after selling out during the quarter.
  • HighMark Wealth Management sold 23 L3Harris shares in Q4 2021, an estimated $5K.
  • HighMark Wealth Management first reported a position in L3Harris in Q1 2020 and held it in 7 quarters.
  • HighMark Wealth Management's L3Harris position peaked at $7K in Q1 2021.
  • 1,207 funds tracked by Wall St. Rank held L3Harris as of Q4 2021.

Based on HighMark Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.