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Roth Financial Partners’s L3Harris LHX Stock Holding History

Roth Financial Partners’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
Q2 		– Sell
-429
Closed -$107K – 30
2022
Q1 		$107K Buy
+429
New +$99.9K 0.08% 31

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BlackRock
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Roth Financial Partners's LHX Position: Q2 2022 in Review

Roth Financial Partners sold out of L3Harris (LHX) in Q2 2022, closing a stake of 429 shares — an estimated $107K sold.

Roth Financial Partners first reported a position in LHX in Q1 2022 and held it in 1 quarter. The position peaked at $107K in Q1 2022. 1,201 funds tracked by Wall St. Rank hold LHX as of Q2 2022.

  • Roth Financial Partners reported no remaining L3Harris position as of Q2 2022 after selling out during the quarter.
  • Roth Financial Partners sold 429 L3Harris shares in Q2 2022, an estimated $107K.
  • Roth Financial Partners first reported a position in L3Harris in Q1 2022 and held it in 1 quarter.
  • Roth Financial Partners's L3Harris position peaked at $107K in Q1 2022.
  • 1,201 funds tracked by Wall St. Rank held L3Harris as of Q2 2022.

Based on Roth Financial Partners's 13F filing for Q2 2022, filed 11 Jul 2022.