LFA
LHX icon

Legend Financial Advisors’s L3Harris LHX Stock Holding History

Legend Financial Advisors’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
2023
Q2 		– Sell
-65
Closed -$12.8K – 220
2023
Q1 		$12.8K Hold
65
– – 0.01% 134
2022
Q4 		$13.5K Hold
65
– – 0.01% 142
2022
Q3 		$13.5K Buy
+65
New +$15K 0.01% 122

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Legend Financial Advisors's LHX Position: Q2 2023 in Review

Legend Financial Advisors sold out of L3Harris (LHX) in Q2 2023, closing a stake of 65 shares — an estimated $12.8K sold.

Legend Financial Advisors first reported a position in LHX in Q3 2022 and held it in 3 quarters. The position peaked at $13.5K in Q4 2022. 1,183 funds tracked by Wall St. Rank hold LHX as of Q2 2023.

  • Legend Financial Advisors reported no remaining L3Harris position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 65 L3Harris shares in Q2 2023, an estimated $12.8K.
  • Legend Financial Advisors first reported a position in L3Harris in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's L3Harris position peaked at $13.5K in Q4 2022.
  • 1,183 funds tracked by Wall St. Rank held L3Harris as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.