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Turtle Creek Wealth Advisors’s Leidos LDOS Stock Holding History

Turtle Creek Wealth 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
Q1 		– Sell
-79
Closed -$8.55K – 532
2023
Q4 		$8.55K Buy
+79
New +$8.05K ﹤0.01% 566

Other funds holding LDOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Turtle Creek Wealth Advisors's LDOS Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Leidos (LDOS) in Q1 2024, closing a stake of 79 shares — an estimated $8.55K sold.

Turtle Creek Wealth Advisors first reported a position in LDOS in Q4 2023 and held it in 1 quarter. The position peaked at $8.55K in Q4 2023. 669 funds tracked by Wall St. Rank hold LDOS as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Leidos position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 79 Leidos shares in Q1 2024, an estimated $8.55K.
  • Turtle Creek Wealth Advisors first reported a position in Leidos in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Leidos position peaked at $8.55K in Q4 2023.
  • 669 funds tracked by Wall St. Rank held Leidos as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.