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Regal Investment Advisors’s L3Harris LHX Stock Holding History

Regal Investment Advisors’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
2023
Q3 		– Sell
-1,102
Closed -$216K – 518
2023
Q2 		$216K Sell
1,102
-364
-25% -$69.6K 0.02% 465
2023
Q1 		$288K Buy
1,466
+461
+46% +$94.3K 0.03% 405
2022
Q4 		$209K Sell
1,005
-6
-0.6% -$1.35K 0.02% 446
2022
Q3 		$210K Sell
1,011
-17
-2% -$3.92K 0.02% 435
2022
Q2 		$248K Sell
1,028
-131
-11% -$31.6K 0.03% 411
2022
Q1 		$288K Sell
1,159
-512
-31% -$119K 0.03% 418
2021
Q4 		$356K Buy
1,671
+52
+3% +$11.5K 0.03% 391
2021
Q3 		$356K Buy
1,619
+58
+4% +$13.2K 0.03% 384
2021
Q2 		$337K Buy
+1,561
New +$336K 0.03% 388
2021
Q1 		– Sell
-1,302
Closed -$246K – 253
2020
Q4 		$246K Buy
+1,302
New +$238K 0.03% 403
2014
Q1 		– Sell
-59
Closed -$4K – 918
2013
Q4 		$4K Sell
59
-2
-3% -$127 ﹤0.01% 702
2013
Q3 		$4K Sell
61
-2
-3% -$111 ﹤0.01% 726
2013
Q2 		$3K Buy
+63
New +$3K ﹤0.01% 754

Other funds holding LHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's LHX Position: Q3 2023 in Review

Regal Investment Advisors sold out of L3Harris (LHX) in Q3 2023, closing a stake of 1,102 shares — an estimated $216K sold.

Regal Investment Advisors first reported a position in LHX in Q2 2013 and held it in 13 quarters. The position peaked at $356K in Q4 2021. 1,168 funds tracked by Wall St. Rank hold LHX as of Q3 2023.

  • Regal Investment Advisors reported no remaining L3Harris position as of Q3 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 1,102 L3Harris shares in Q3 2023, an estimated $216K.
  • Regal Investment Advisors first reported a position in L3Harris in Q2 2013 and held it in 13 quarters.
  • Regal Investment Advisors's L3Harris position peaked at $356K in Q4 2021.
  • 1,168 funds tracked by Wall St. Rank held L3Harris as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.