TrueWealth Advisors’s Leidos LDOS Stock Holding History

TrueWealth Advisors’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	–	Sell	-2,404	Closed	-$392K	–	236
2024 Q3	$392K	Buy	+2,404	New	+$364K	0.13%	142

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

TrueWealth Advisors's LDOS Position: Q4 2024 in Review

TrueWealth Advisors sold out of Leidos (LDOS) in Q4 2024, closing a stake of 2,404 shares — an estimated $392K sold.

TrueWealth Advisors first reported a position in LDOS in Q3 2024 and held it in 1 quarter. The position peaked at $392K in Q3 2024. 825 funds tracked by Wall St. Rank hold LDOS as of Q4 2024.

TrueWealth Advisors reported no remaining Leidos position as of Q4 2024 after selling out during the quarter.
TrueWealth Advisors sold 2,404 Leidos shares in Q4 2024, an estimated $392K.
TrueWealth Advisors first reported a position in Leidos in Q3 2024 and held it in 1 quarter.
TrueWealth Advisors's Leidos position peaked at $392K in Q3 2024.
825 funds tracked by Wall St. Rank held Leidos as of Q4 2024.

Based on TrueWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.