SWS
LHX icon

SYSTM Wealth Solutions’s L3Harris LHX Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-73
Closed -$16.4K – 396
2024
Q2 		$16.4K Sell
73
-282
-79% -$60.9K ﹤0.01% 397
2024
Q1 		$75.7K Buy
355
+71
+25% +$14.9K 0.01% 514
2023
Q4 		$59.8K Buy
+284
New +$53.3K 0.01% 554
2023
Q2 		– Sell
-2,748
Closed -$539K – 507
2023
Q1 		$539K Sell
2,748
-6,345
-70% -$1.3M 0.08% 286
2022
Q4 		$1.89M Buy
+9,093
New +$2.05M 0.24% 120

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's LHX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of L3Harris (LHX) in Q3 2024, closing a stake of 73 shares — an estimated $16.4K sold.

SYSTM Wealth Solutions first reported a position in LHX in Q4 2022 and held it in 5 quarters. The position peaked at $1.89M in Q4 2022. 1,348 funds tracked by Wall St. Rank hold LHX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining L3Harris position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 73 L3Harris shares in Q3 2024, an estimated $16.4K.
  • SYSTM Wealth Solutions first reported a position in L3Harris in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's L3Harris position peaked at $1.89M in Q4 2022.
  • 1,348 funds tracked by Wall St. Rank held L3Harris as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.