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Proquility Private Wealth Partners’s Lockheed Martin LMT Stock Holding History

Proquility Private Wealth Partners’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
2021
Q1 		– Sell
-2,738
Closed -$972K – 94
2020
Q4 		$972K Buy
+2,738
New +$1.01M 0.44% 56

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Wellington Management Group
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Bank of America
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
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Proquility Private Wealth Partners's LMT Position: Q1 2021 in Review

Proquility Private Wealth Partners sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 2,738 shares — an estimated $972K sold.

Proquility Private Wealth Partners first reported a position in LMT in Q4 2020 and held it in 1 quarter. The position peaked at $972K in Q4 2020. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

  • Proquility Private Wealth Partners reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
  • Proquility Private Wealth Partners sold 2,738 Lockheed Martin shares in Q1 2021, an estimated $972K.
  • Proquility Private Wealth Partners first reported a position in Lockheed Martin in Q4 2020 and held it in 1 quarter.
  • Proquility Private Wealth Partners's Lockheed Martin position peaked at $972K in Q4 2020.
  • 1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2021, filed 8 Jun 2021.