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Western Wealth Management’s L3Harris LHX Stock Holding History

Western 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
2023
Q1 		– Sell
-1,797
Closed -$374K – 656
2022
Q4 		$374K Sell
1,797
-366
-17% -$82.5K 0.04% 412
2022
Q3 		$448K Buy
2,163
+1,084
+100% +$250K 0.03% 521
2022
Q2 		$262K Sell
1,079
-50
-4% -$12.1K 0.02% 652
2022
Q1 		$281K Buy
+1,129
New +$263K 0.01% 693

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Western Wealth Management's LHX Position: Q1 2023 in Review

Western Wealth Management sold out of L3Harris (LHX) in Q1 2023, closing a stake of 1,797 shares — an estimated $374K sold.

Western Wealth Management first reported a position in LHX in Q1 2022 and held it in 4 quarters. The position peaked at $448K in Q3 2022. 1,210 funds tracked by Wall St. Rank hold LHX as of Q1 2023.

  • Western Wealth Management reported no remaining L3Harris position as of Q1 2023 after selling out during the quarter.
  • Western Wealth Management sold 1,797 L3Harris shares in Q1 2023, an estimated $374K.
  • Western Wealth Management first reported a position in L3Harris in Q1 2022 and held it in 4 quarters.
  • Western Wealth Management's L3Harris position peaked at $448K in Q3 2022.
  • 1,210 funds tracked by Wall St. Rank held L3Harris as of Q1 2023.

Based on Western Wealth Management's 13F filing for Q1 2023, filed 30 Aug 2023.