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Wealthspire Advisors (Maryland)’s L3Harris LHX Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$261K Buy
+1,535
New +$269K 0.01% 375
2020
Q2 		– Sell
-1,207
Closed -$217K – 463
2020
Q1 		$217K Buy
1,207
+37
+3% +$7.58K 0.02% 369
2019
Q4 		$232K Buy
1,170
+1
+0.1% +$201 0.02% 442
2019
Q3 		$244K Buy
+1,169
New +$239K 0.02% 389
2019
Q2 		– Sell
-273
Closed -$44K – 1310
2019
Q1 		$44K Sell
273
-35
-11% -$5.39K ﹤0.01% 938
2018
Q4 		$41K Buy
308
+101
+49% +$15.3K ﹤0.01% 940
2018
Q3 		$35K Buy
207
+16
+8% +$2.55K ﹤0.01% 1091
2018
Q2 		$28K Buy
191
+10
+6% +$1.55K ﹤0.01% 1185
2018
Q1 		$29K Buy
181
+19
+12% +$2.9K ﹤0.01% 1174
2017
Q4 		$23K Buy
162
+47
+41% +$6.56K ﹤0.01% 1285
2017
Q3 		$15K Buy
115
+48
+72% +$5.76K ﹤0.01% 1410
2017
Q2 		$7K Buy
67
+5
+8% +$551 ﹤0.01% 1660
2017
Q1 		$7K Buy
62
+14
+29% +$1.5K ﹤0.01% 1450
2016
Q4 		$5K Hold
48
– – ﹤0.01% 1384
2016
Q3 		$4K Sell
48
-20
-29% -$1.78K ﹤0.01% 1432
2016
Q2 		$6K Sell
68
-50
-42% -$3.95K ﹤0.01% 1301
2016
Q1 		$9K Buy
118
+70
+146% +$5.6K ﹤0.01% 1210
2015
Q4 		$4K Buy
+48
New +$3.87K ﹤0.01% 1402

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LHX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in L3Harris (LHX) in Q3 2020: 1,535 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in LHX as recently as Q1 2020.

Wealthspire Advisors (Maryland) first reported a position in LHX in Q4 2015 and has held it in 18 quarters since. 1,043 funds tracked by Wall St. Rank hold LHX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,535 shares of L3Harris worth $261K as of Q3 2020.
  • L3Harris was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • L3Harris made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #375 holding.
  • Wealthspire Advisors (Maryland) first reported a position in L3Harris in Q4 2015 and has held it in 18 quarters since.
  • 1,043 funds tracked by Wall St. Rank held L3Harris as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.