IBEX Wealth Advisors’s Leidos LDOS Stock Holding History

IBEX 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
2024 Q3	–	Sell	-88	Closed	-$12.8K	–	186
2024 Q2	$12.8K	Buy	+88	New	+$12.3K	﹤0.01%	216

Other funds holding LDOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IBEX Wealth Advisors's LDOS Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Leidos (LDOS) in Q3 2024, closing a stake of 88 shares — an estimated $12.8K sold.

IBEX Wealth Advisors first reported a position in LDOS in Q2 2024 and held it in 1 quarter. The position peaked at $12.8K in Q2 2024. 777 funds tracked by Wall St. Rank hold LDOS as of Q3 2024.

IBEX Wealth Advisors reported no remaining Leidos position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 88 Leidos shares in Q3 2024, an estimated $12.8K.
IBEX Wealth Advisors first reported a position in Leidos in Q2 2024 and held it in 1 quarter.
IBEX Wealth Advisors's Leidos position peaked at $12.8K in Q2 2024.
777 funds tracked by Wall St. Rank held Leidos as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.