Lake Point Wealth Management’s L3Harris LHX Stock Holding History

Lake Point 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
2022 Q2	$279K	Hold	1,156	–	–	0.16%	26
2022 Q1	$287K	Sell	1,156 -74	-6%	-$17.2K	0.13%	24
2021 Q4	$262K	Hold	1,230	–	–	0.11%	30
2021 Q3	$271K	Hold	1,230	–	–	0.12%	27
2021 Q2	$266K	Buy	+1,230	New	+$264K	0.12%	26
2020 Q1	$208K	Sell	1,156 -20	-2%	-$4.1K	0.18%	24
2019 Q4	$233K	Buy	+1,176	New	+$236K	0.08%	45

Other funds holding LHX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Lake Point Wealth Management's LHX Position: Q2 2022 in Review

Lake Point Wealth Management held its L3Harris (LHX) position steady in Q2 2022 at 1,156 shares worth $279K. The position accounts for 0.16% of the portfolio, ranked #26.

Lake Point Wealth Management first reported a position in LHX in Q4 2019 and has held it in 7 quarters since. The position peaked at $287K in Q1 2022. 1,201 funds tracked by Wall St. Rank hold LHX as of Q2 2022.

Lake Point Wealth Management held 1,156 shares of L3Harris worth $279K as of Q2 2022.
Lake Point Wealth Management left its L3Harris share count unchanged in Q2 2022.
L3Harris made up 0.16% of Lake Point Wealth Management's portfolio in Q2 2022, its #26 holding.
Lake Point Wealth Management first reported a position in L3Harris in Q4 2019 and has held it in 7 quarters since.
Lake Point Wealth Management's L3Harris position peaked at $287K in Q1 2022.
1,201 funds tracked by Wall St. Rank held L3Harris as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.