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Patriot Financial Group Insurance Agency’s L3Harris LHX Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-92
Closed -$22K – 1269
2022
Q2 		$22K Hold
92
– – ﹤0.01% 971
2022
Q1 		$23K Sell
92
-58
-39% -$13.5K ﹤0.01% 1035
2021
Q4 		$32K Sell
150
-132
-47% -$29.3K 0.01% 1032
2021
Q3 		$62K Sell
282
-10
-3% -$2.27K 0.01% 798
2021
Q2 		$63K Buy
292
+45
+18% +$9.68K 0.01% 770
2021
Q1 		$50K Sell
247
-45
-15% -$8.44K 0.01% 771
2020
Q4 		$55K Buy
292
+162
+125% +$29.6K 0.01% 663
2020
Q3 		$22K Buy
130
+80
+160% +$14K 0.01% 766
2020
Q2 		$8K Hold
50
– – ﹤0.01% 1040
2020
Q1 		$9K Hold
50
– – ﹤0.01% 890
2019
Q4 		$10K Hold
50
– – ﹤0.01% 837
2019
Q3 		$10K Hold
50
– – ﹤0.01% 804
2019
Q2 		$9K Buy
50
+35
+233% +$6.32K ﹤0.01% 834
2019
Q1 		$2K Hold
15
– – ﹤0.01% 1015
2018
Q4 		$2K Sell
15
-41
-73% -$6.19K ﹤0.01% 841
2018
Q3 		$9K Buy
56
+2
+4% +$318 0.01% 649
2018
Q2 		$8K Hold
54
– – 0.01% 422
2018
Q1 		$9K Hold
54
– – 0.01% 613
2017
Q4 		$8K Hold
54
– – 0.01% 625
2017
Q3 		$7K Sell
54
-9
-14% -$1.08K 0.01% 631
2017
Q2 		$7K Hold
63
– – 0.01% 611
2017
Q1 		$7K Hold
63
– – 0.01% 564
2016
Q4 		$6K Buy
+63
New +$6.23K 0.01% 540

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LHX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of L3Harris (LHX) in Q3 2022, closing a stake of 92 shares — an estimated $22K sold.

Patriot Financial Group Insurance Agency first reported a position in LHX in Q4 2016 and held it in 23 quarters. The position peaked at $63K in Q2 2021. 1,184 funds tracked by Wall St. Rank hold LHX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining L3Harris position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 92 L3Harris shares in Q3 2022, an estimated $22K.
  • Patriot Financial Group Insurance Agency first reported a position in L3Harris in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's L3Harris position peaked at $63K in Q2 2021.
  • 1,184 funds tracked by Wall St. Rank held L3Harris as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.