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Wetzel Investment Advisors’s L3Harris LHX Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-686
Closed -$146K – 556
2024
Q2 		$146K Sell
686
-55
-7% -$11.9K 0.08% 143
2024
Q1 		$150K Buy
741
+30
+4% +$6.3K 0.09% 143
2023
Q4 		$150K Buy
+711
New +$133K 0.09% 137

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's LHX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of L3Harris (LHX) in Q3 2024, closing a stake of 686 shares — an estimated $146K sold.

Wetzel Investment Advisors first reported a position in LHX in Q4 2023 and held it in 3 quarters. The position peaked at $150K in Q4 2023. 1,348 funds tracked by Wall St. Rank hold LHX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining L3Harris position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 686 L3Harris shares in Q3 2024, an estimated $146K.
  • Wetzel Investment Advisors first reported a position in L3Harris in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's L3Harris position peaked at $150K in Q4 2023.
  • 1,348 funds tracked by Wall St. Rank held L3Harris as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.