9WM
RTN

9258 Wealth Management’s Raytheon Company RTN Stock Holding History

9258 Wealth Management’s Portfolio RTN Stock Details RTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,460
Closed -$541K – 329
2019
Q4 		$541K Buy
+2,460
New +$520K 0.2% 138

Other funds holding RTN

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

9258 Wealth Management's RTN Position: Q1 2020 in Review

9258 Wealth Management sold out of Raytheon Company (RTN) in Q1 2020, closing a stake of 2,460 shares — an estimated $541K sold.

9258 Wealth Management first reported a position in RTN in Q4 2019 and held it in 1 quarter. The position peaked at $541K in Q4 2019. 1,310 funds tracked by Wall St. Rank hold RTN as of Q1 2020.

  • 9258 Wealth Management reported no remaining Raytheon Company position as of Q1 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 2,460 Raytheon Company shares in Q1 2020, an estimated $541K.
  • 9258 Wealth Management first reported a position in Raytheon Company in Q4 2019 and held it in 1 quarter.
  • 9258 Wealth Management's Raytheon Company position peaked at $541K in Q4 2019.
  • 1,310 funds tracked by Wall St. Rank held Raytheon Company as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.