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Personal Wealth Partners’s Leidos LDOS Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-27
Closed -$3K – 248
2021
Q2 		$3K Buy
+27
New +$2.77K ﹤0.01% 363
2020
Q1 		– Sell
-5
Closed – – 349
2019
Q4 		$0 Hold
5
– – ﹤0.01% 603
2019
Q3 		$0 Buy
+5
New +$419 ﹤0.01% 613

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's LDOS Position: Q3 2021 in Review

Personal Wealth Partners sold out of Leidos (LDOS) in Q3 2021, closing a stake of 27 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in LDOS in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 504 funds tracked by Wall St. Rank hold LDOS as of Q3 2021.

  • Personal Wealth Partners reported no remaining Leidos position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 27 Leidos shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in Leidos in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Leidos position peaked at $3K in Q2 2021.
  • 504 funds tracked by Wall St. Rank held Leidos as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.