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SteelPeak Wealth’s L3Harris LHX Stock Holding History

SteelPeak Wealth’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
2024
Q1 		– Sell
-6,347
Closed -$1.34M – 512
2023
Q4 		$1.34M Hold
6,347
– – 0.08% 175
2023
Q3 		$1.11M Buy
6,347
+4,994
+369% +$919K 0.07% 179
2023
Q2 		$265K Buy
+1,353
New +$259K 0.02% 350
2023
Q1 		– Sell
-1,175
Closed -$245K – 430
2022
Q4 		$245K Sell
1,175
-1,017
-46% -$229K 0.02% 338
2022
Q3 		$456K Sell
2,192
-5,342
-71% -$1.23M 0.03% 260
2022
Q2 		$1.82M Buy
+7,534
New +$1.82M 0.13% 120
2022
Q1 		– Sell
-2,001
Closed -$427K – 456
2021
Q4 		$427K Hold
2,001
– – 0.02% 283
2021
Q3 		$441K Buy
2,001
+1
+0.1% +$227 0.03% 266
2021
Q2 		$432K Buy
+2,000
New +$430K 0.03% 279
2020
Q4 		– Sell
-1,795
Closed -$305K – 347
2020
Q3 		$305K Buy
+1,795
New +$315K 0.03% 216

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SteelPeak Wealth's LHX Position: Q1 2024 in Review

SteelPeak Wealth sold out of L3Harris (LHX) in Q1 2024, closing a stake of 6,347 shares — an estimated $1.34M sold.

SteelPeak Wealth first reported a position in LHX in Q3 2020 and held it in 10 quarters. The position peaked at $1.82M in Q2 2022. 1,282 funds tracked by Wall St. Rank hold LHX as of Q1 2024.

  • SteelPeak Wealth reported no remaining L3Harris position as of Q1 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 6,347 L3Harris shares in Q1 2024, an estimated $1.34M.
  • SteelPeak Wealth first reported a position in L3Harris in Q3 2020 and held it in 10 quarters.
  • SteelPeak Wealth's L3Harris position peaked at $1.82M in Q2 2022.
  • 1,282 funds tracked by Wall St. Rank held L3Harris as of Q1 2024.

Based on SteelPeak Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.