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Selective Wealth Management’s L3Harris LHX Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-202
Closed -$42K – 460
2022
Q3 		$42K Buy
202
+14
+7% +$3.23K 0.02% 312
2022
Q2 		$45K Buy
188
+17
+10% +$4.1K 0.02% 339
2022
Q1 		$42K Buy
171
+130
+317% +$30.3K 0.02% 332
2021
Q4 		$9K Hold
41
– – ﹤0.01% 496
2021
Q3 		$9K Hold
41
– – ﹤0.01% 444
2021
Q2 		$9K Hold
41
– – 0.01% 356
2021
Q1 		$8K Hold
41
– – 0.01% 278
2020
Q4 		$8K Hold
41
– – 0.01% 263
2020
Q3 		$7K Hold
41
– – 0.01% 224
2020
Q2 		$7K Buy
+41
New +$7.71K 0.01% 264
2018
Q3 		$17K Buy
+100
New +$15.9K 0.2% 63

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Selective Wealth Management's LHX Position: Q4 2022 in Review

Selective Wealth Management sold out of L3Harris (LHX) in Q4 2022, closing a stake of 202 shares — an estimated $42K sold.

Selective Wealth Management first reported a position in LHX in Q3 2018 and held it in 11 quarters. The position peaked at $45K in Q2 2022. 1,246 funds tracked by Wall St. Rank hold LHX as of Q4 2022.

  • Selective Wealth Management reported no remaining L3Harris position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 202 L3Harris shares in Q4 2022, an estimated $42K.
  • Selective Wealth Management first reported a position in L3Harris in Q3 2018 and held it in 11 quarters.
  • Selective Wealth Management's L3Harris position peaked at $45K in Q2 2022.
  • 1,246 funds tracked by Wall St. Rank held L3Harris as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.