RPWA
LHX icon

Regent Peak Wealth Advisors’s L3Harris LHX Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-235
Closed -$44K – 605
2020
Q4 		$44K Buy
+235
New +$43K 0.01% 325

Other funds holding LHX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Regent Peak Wealth Advisors's LHX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of L3Harris (LHX) in Q1 2021, closing a stake of 235 shares — an estimated $44K sold.

Regent Peak Wealth Advisors first reported a position in LHX in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 1,142 funds tracked by Wall St. Rank hold LHX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining L3Harris position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 235 L3Harris shares in Q1 2021, an estimated $44K.
  • Regent Peak Wealth Advisors first reported a position in L3Harris in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's L3Harris position peaked at $44K in Q4 2020.
  • 1,142 funds tracked by Wall St. Rank held L3Harris as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.