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Independence Wealth Advisors’s Leidos LDOS Stock Holding History

Independence 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
2020
Q4 		$244K Hold
2,322
– – 0.55% 13
2020
Q3 		$207K Hold
2,322
– – 0.53% 13
2020
Q2 		$218K Hold
2,322
– – 0.52% 19
2020
Q1 		$213K Hold
2,322
– – 0.26% 21
2019
Q4 		$227K Buy
+2,322
New +$205K 0.22% 22

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independence Wealth Advisors's LDOS Position: Q4 2020 in Review

Independence Wealth Advisors held its Leidos (LDOS) position steady in Q4 2020 at 2,322 shares worth $244K. The position accounts for 0.55% of the portfolio, ranked #13.

Independence Wealth Advisors first reported a position in LDOS in Q4 2019 and has held it in 5 quarters since. 573 funds tracked by Wall St. Rank hold LDOS as of Q4 2020.

  • Independence Wealth Advisors held 2,322 shares of Leidos worth $244K as of Q4 2020.
  • Independence Wealth Advisors left its Leidos share count unchanged in Q4 2020.
  • Leidos made up 0.55% of Independence Wealth Advisors's portfolio in Q4 2020, its #13 holding.
  • Independence Wealth Advisors first reported a position in Leidos in Q4 2019 and has held it in 5 quarters since.
  • 573 funds tracked by Wall St. Rank held Leidos as of Q4 2020.

Based on Independence Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.