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TFO Wealth Partners’s L3Harris LHX Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-52
Closed -$11.1K – 453
2024
Q1 		$11.1K Sell
52
-5
-9% -$1.05K ﹤0.01% 88
2023
Q4 		$12K Sell
57
-57
-50% -$10.7K ﹤0.01% 88
2023
Q3 		$22.3K Buy
114
+62
+119% +$11.4K ﹤0.01% 141
2023
Q2 		$10.2K Hold
52
– – ﹤0.01% 154
2023
Q1 		$10.2K Buy
52
+20
+63% +$4.09K ﹤0.01% 109
2022
Q4 		$1.71K Buy
+32
New +$7.22K ﹤0.01% 280
2022
Q2 		– Sell
-193
Closed -$48K – 499
2022
Q1 		$48K Buy
+193
New +$44.9K 0.01% 74

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TFO Wealth Partners's LHX Position: Q2 2024 in Review

TFO Wealth Partners sold out of L3Harris (LHX) in Q2 2024, closing a stake of 52 shares — an estimated $11.1K sold.

TFO Wealth Partners first reported a position in LHX in Q1 2022 and held it in 7 quarters. The position peaked at $48K in Q1 2022. 1,323 funds tracked by Wall St. Rank hold LHX as of Q2 2024.

  • TFO Wealth Partners reported no remaining L3Harris position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 52 L3Harris shares in Q2 2024, an estimated $11.1K.
  • TFO Wealth Partners first reported a position in L3Harris in Q1 2022 and held it in 7 quarters.
  • TFO Wealth Partners's L3Harris position peaked at $48K in Q1 2022.
  • 1,323 funds tracked by Wall St. Rank held L3Harris as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.