WealthPLAN Partners’s L3Harris LHX Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-392	Closed	-$76.7K	–	767
2023 Q2	$76.7K	Sell	392 -5	-1%	-$957	0.01%	434
2023 Q1	$77.9K	Buy	+397	New	+$81.2K	0.01%	472
2016 Q3	$1.19K	Sell	13 -13	-50%	-$1.16K	﹤0.01%	887
2016 Q2	$1.09K	Buy	+26	New	+$2.05K	﹤0.01%	2316

Other funds holding LHX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's LHX Position: Q3 2023 in Review

WealthPLAN Partners sold out of L3Harris (LHX) in Q3 2023, closing a stake of 392 shares — an estimated $76.7K sold.

WealthPLAN Partners first reported a position in LHX in Q2 2016 and held it in 4 quarters. The position peaked at $77.9K in Q1 2023. 1,170 funds tracked by Wall St. Rank hold LHX as of Q3 2023.

WealthPLAN Partners reported no remaining L3Harris position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 392 L3Harris shares in Q3 2023, an estimated $76.7K.
WealthPLAN Partners first reported a position in L3Harris in Q2 2016 and held it in 4 quarters.
WealthPLAN Partners's L3Harris position peaked at $77.9K in Q1 2023.
1,170 funds tracked by Wall St. Rank held L3Harris as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.