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TCI Wealth Advisors’s L3Harris LHX Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-116
Closed -$22.8K – 1317
2023
Q1 		$22.8K Sell
116
-14
-11% -$2.86K ﹤0.01% 654
2022
Q4 		$27.1K Sell
130
-34
-21% -$7.67K ﹤0.01% 579
2022
Q3 		$34K Buy
164
+29
+21% +$6.69K 0.01% 480
2022
Q2 		$33K Buy
135
+11
+9% +$2.65K 0.01% 479
2022
Q1 		$31K Hold
124
– – ﹤0.01% 535
2021
Q4 		$26K Buy
124
+3
+2% +$665 ﹤0.01% 594
2021
Q3 		$27K Buy
121
+68
+128% +$15.5K ﹤0.01% 572
2021
Q2 		$11K Buy
53
+18
+51% +$3.87K ﹤0.01% 911
2021
Q1 		$7K Buy
+35
New +$6.57K ﹤0.01% 1065
2020
Q2 		– Sell
-25
Closed -$5K – 1576
2020
Q1 		$5K Sell
25
-37
-60% -$7.58K ﹤0.01% 715
2019
Q4 		$12K Sell
62
-1
-2% -$201 ﹤0.01% 672
2019
Q3 		$13K Buy
+63
New +$12.9K 0.01% 577
2016
Q3 		– Sell
-135
Closed -$11K – 1384
2016
Q2 		$11K Hold
135
– – 0.01% 546
2016
Q1 		$11K Buy
+135
New +$10.8K 0.01% 558
2015
Q3 		– Sell
-36
Closed -$3K – 993
2015
Q2 		$3K Buy
+36
New +$2.86K ﹤0.01% 740

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TCI Wealth Advisors's LHX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of L3Harris (LHX) in Q2 2023, closing a stake of 116 shares — an estimated $22.8K sold.

TCI Wealth Advisors first reported a position in LHX in Q2 2015 and held it in 15 quarters. The position peaked at $34K in Q3 2022. 1,183 funds tracked by Wall St. Rank hold LHX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining L3Harris position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 116 L3Harris shares in Q2 2023, an estimated $22.8K.
  • TCI Wealth Advisors first reported a position in L3Harris in Q2 2015 and held it in 15 quarters.
  • TCI Wealth Advisors's L3Harris position peaked at $34K in Q3 2022.
  • 1,183 funds tracked by Wall St. Rank held L3Harris as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.