Walled Lake Planning & Wealth Management’s L3Harris LHX Stock Holding History

Walled Lake Planning & Wealth Management’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
2022 Q2	–	Sell	-1,434	Closed	-$356K	–	85
2022 Q1	$356K	Hold	1,434	–	–	0.21%	53
2021 Q4	$306K	Buy	1,434 +1	+0.1%	+$222	0.18%	66
2021 Q3	$316K	Hold	1,433	–	–	0.19%	57
2021 Q2	$310K	Buy	1,433 +1	+0.1%	+$215	0.2%	58
2021 Q1	$290K	Hold	1,432	–	–	0.2%	57
2020 Q4	$271K	Buy	1,432 +1	+0.1%	+$183	0.21%	60
2020 Q3	$243K	Hold	1,431	–	–	0.2%	55
2020 Q2	$243K	Buy	1,431 +1	+0.1%	+$188	0.2%	55
2020 Q1	$258K	Hold	1,430	–	–	0.24%	47
2019 Q4	$283K	Buy	+1,430	New	+$287K	0.2%	51

Other funds holding LHX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's LHX Position: Q2 2022 in Review

Walled Lake Planning & Wealth Management sold out of L3Harris (LHX) in Q2 2022, closing a stake of 1,434 shares — an estimated $356K sold.

Walled Lake Planning & Wealth Management first reported a position in LHX in Q4 2019 and held it in 10 quarters. The position peaked at $356K in Q1 2022. 1,201 funds tracked by Wall St. Rank hold LHX as of Q2 2022.

Walled Lake Planning & Wealth Management reported no remaining L3Harris position as of Q2 2022 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,434 L3Harris shares in Q2 2022, an estimated $356K.
Walled Lake Planning & Wealth Management first reported a position in L3Harris in Q4 2019 and held it in 10 quarters.
Walled Lake Planning & Wealth Management's L3Harris position peaked at $356K in Q1 2022.
1,201 funds tracked by Wall St. Rank held L3Harris as of Q2 2022.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.