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Advisory Research’s RTX Corp RTX Stock Holding History

Advisory Research’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,473
Closed -$340K – 474
2023
Q2 		$340K Buy
+3,473
New +$340K 0.04% 357
2018
Q4 		– Sell
-3,420
Closed -$301K – 392
2018
Q3 		$301K Buy
3,420
+143
+4% +$12K ﹤0.01% 341
2018
Q2 		$258K Sell
3,277
-1,290
-28% -$101K ﹤0.01% 354
2018
Q1 		$362K Sell
4,567
-554
-11% -$45.8K 0.01% 331
2017
Q4 		$411K Sell
5,121
-584
-10% -$44.3K 0.01% 352
2017
Q3 		$417K Buy
5,705
+666
+13% +$49.3K 0.01% 373
2017
Q2 		$387K Buy
+5,039
New +$377K 0.01% 384
2015
Q2 		– Sell
-9,934
Closed -$733K – 331
2015
Q1 		$733K Sell
9,934
-18
-0.2% -$1.34K 0.01% 272
2014
Q4 		$720K Buy
9,952
+33
+0.3% +$2.25K 0.01% 282
2014
Q3 		$659K Sell
9,919
-212,442
-96% -$14.6M 0.01% 286
2014
Q2 		$16.2M Sell
222,361
-6,697
-3% -$493K 0.15% 136
2014
Q1 		$16.8M Sell
229,058
-92,672
-29% -$6.66M 0.17% 131
2013
Q4 		$23M Sell
321,730
-111
-0% -$7.57K 0.24% 106
2013
Q3 		$21.8M Buy
321,841
+3,509
+1% +$230K 0.24% 109
2013
Q2 		$18.6M Buy
+318,332
New +$18.8M 0.21% 125

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's RTX Position: Q3 2023 in Review

Advisory Research sold out of RTX Corp (RTX) in Q3 2023, closing a stake of 3,473 shares — an estimated $340K sold.

Advisory Research first reported a position in RTX in Q2 2013 and held it in 15 quarters. The position peaked at $23M in Q4 2013. 2,291 funds tracked by Wall St. Rank hold RTX as of Q3 2023.

  • Advisory Research reported no remaining RTX Corp position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 3,473 RTX Corp shares in Q3 2023, an estimated $340K.
  • Advisory Research first reported a position in RTX Corp in Q2 2013 and held it in 15 quarters.
  • Advisory Research's RTX Corp position peaked at $23M in Q4 2013.
  • 2,291 funds tracked by Wall St. Rank held RTX Corp as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.