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Paces Ferry Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-151
Closed -$58K – 679
2020
Q3 		$58K Buy
+151
New +$57.6K 0.05% 213

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paces Ferry Wealth Advisors's LMT Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 151 shares — an estimated $58K sold.

Paces Ferry Wealth Advisors first reported a position in LMT in Q3 2020 and held it in 1 quarter. The position peaked at $58K in Q3 2020. 1,941 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 151 Lockheed Martin shares in Q4 2020, an estimated $58K.
  • Paces Ferry Wealth Advisors first reported a position in Lockheed Martin in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Lockheed Martin position peaked at $58K in Q3 2020.
  • 1,941 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.