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Summit Wealth & Retirement Planning’s Leidos LDOS Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,278
Closed -$240K – 110
2022
Q4 		$240K Buy
+2,278
New +$233K 0.1% 93
2022
Q3 		– Sell
-2,278
Closed -$229K – 111
2022
Q2 		$229K Sell
2,278
-190
-8% -$19.7K 0.09% 105
2022
Q1 		$267K Sell
2,468
-270
-10% -$26K 0.09% 92
2021
Q4 		$243K Sell
2,738
-2,054
-43% -$192K 0.08% 82
2021
Q3 		$461K Buy
+4,792
New +$475K 0.17% 61

Other funds holding LDOS

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Wealth & Retirement Planning's LDOS Position: Q1 2023 in Review

Summit Wealth & Retirement Planning sold out of Leidos (LDOS) in Q1 2023, closing a stake of 2,278 shares — an estimated $240K sold.

Summit Wealth & Retirement Planning first reported a position in LDOS in Q3 2021 and held it in 5 quarters. The position peaked at $461K in Q3 2021. 565 funds tracked by Wall St. Rank hold LDOS as of Q1 2023.

  • Summit Wealth & Retirement Planning reported no remaining Leidos position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 2,278 Leidos shares in Q1 2023, an estimated $240K.
  • Summit Wealth & Retirement Planning first reported a position in Leidos in Q3 2021 and held it in 5 quarters.
  • Summit Wealth & Retirement Planning's Leidos position peaked at $461K in Q3 2021.
  • 565 funds tracked by Wall St. Rank held Leidos as of Q1 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2023, filed 11 May 2023.