Marcum Wealth’s Leidos LDOS Stock Holding History

Marcum Wealth’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 Q2	–	Sell	-1,772	Closed	-$232K	–	402
2024 Q1	$232K	Buy	+1,772	New	+$211K	0.02%	313

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

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

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

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

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

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

Marcum Wealth's LDOS Position: Q2 2024 in Review

Marcum Wealth sold out of Leidos (LDOS) in Q2 2024, closing a stake of 1,772 shares — an estimated $232K sold.

Marcum Wealth first reported a position in LDOS in Q1 2024 and held it in 1 quarter. The position peaked at $232K in Q1 2024. 737 funds tracked by Wall St. Rank hold LDOS as of Q2 2024.

Marcum Wealth reported no remaining Leidos position as of Q2 2024 after selling out during the quarter.
Marcum Wealth sold 1,772 Leidos shares in Q2 2024, an estimated $232K.
Marcum Wealth first reported a position in Leidos in Q1 2024 and held it in 1 quarter.
Marcum Wealth's Leidos position peaked at $232K in Q1 2024.
737 funds tracked by Wall St. Rank held Leidos as of Q2 2024.

Based on Marcum Wealth's 13F filing for Q2 2024, filed 2 Jul 2024.