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Insight Wealth Strategies’s L3Harris LHX Stock Holding History

Insight Wealth Strategies’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
Q2 		– Sell
-1,315
Closed -$266K – 214
2021
Q1 		$266K Sell
1,315
-6
-0.5% -$1.13K 0.04% 191
2020
Q4 		$250K Sell
1,321
-3
-0.2% -$549 0.04% 193
2020
Q3 		$225K Buy
+1,324
New +$232K 0.04% 183
2020
Q1 		– Sell
-1,104
Closed -$218K – 179
2019
Q4 		$218K Sell
1,104
-194
-15% -$38.9K 0.05% 191
2019
Q3 		$271K Buy
+1,298
New +$266K 0.06% 166

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Insight Wealth Strategies's LHX Position: Q2 2021 in Review

Insight Wealth Strategies sold out of L3Harris (LHX) in Q2 2021, closing a stake of 1,315 shares — an estimated $266K sold.

Insight Wealth Strategies first reported a position in LHX in Q3 2019 and held it in 5 quarters. The position peaked at $271K in Q3 2019. 1,153 funds tracked by Wall St. Rank hold LHX as of Q2 2021.

  • Insight Wealth Strategies reported no remaining L3Harris position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,315 L3Harris shares in Q2 2021, an estimated $266K.
  • Insight Wealth Strategies first reported a position in L3Harris in Q3 2019 and held it in 5 quarters.
  • Insight Wealth Strategies's L3Harris position peaked at $271K in Q3 2019.
  • 1,153 funds tracked by Wall St. Rank held L3Harris as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.