TrinityPoint Wealth’s Leidos LDOS Stock Holding History

TrinityPoint Wealth’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
2024 Q4	$296K	Buy	2,053 +5	+0.2%	+$832	0.04%	273
2024 Q3	$334K	Hold	2,048	–	–	0.05%	255
2024 Q2	$299K	Hold	2,048	–	–	0.05%	250
2024 Q1	$268K	Hold	2,048	–	–	0.04%	261
2023 Q4	$222K	Buy	+2,048	New	+$209K	0.04%	278
2023 Q1	–	Sell	-2,043	Closed	-$215K	–	284
2022 Q4	$215K	Buy	+2,043	New	+$209K	0.05%	255
2022 Q3	–	Sell	-2,043	Closed	-$206K	–	290
2022 Q2	$206K	Hold	2,043	–	–	0.05%	258
2022 Q1	$221K	Buy	+2,043	New	+$197K	0.04%	290
2021 Q1	–	Sell	-1,907	Closed	-$213K	–	252
2020 Q4	$213K	Buy	+1,907	New	+$183K	0.05%	218

Other funds holding LDOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrinityPoint Wealth's LDOS Position: Q4 2024 in Review

TrinityPoint Wealth increased its Leidos (LDOS) stake by 0.24% in Q4 2024, buying an estimated $832 and bringing the position to 2,053 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #273.

TrinityPoint Wealth first reported a position in LDOS in Q4 2020 and has held it in 9 quarters since. The position peaked at $334K in Q3 2024. 825 funds tracked by Wall St. Rank hold LDOS as of Q4 2024.

TrinityPoint Wealth held 2,053 shares of Leidos worth $296K as of Q4 2024.
TrinityPoint Wealth bought 5 Leidos shares in Q4 2024, an estimated $832.
Leidos made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #273 holding.
TrinityPoint Wealth first reported a position in Leidos in Q4 2020 and has held it in 9 quarters since.
TrinityPoint Wealth's Leidos position peaked at $334K in Q3 2024.
825 funds tracked by Wall St. Rank held Leidos as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.