AWM
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Altium Wealth Management’s RTX Corp RTX Stock Holding History

Altium Wealth Management’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
2022
Q2 		$3.03M Buy
31,502
+5,056
+19% +$486K 0.22% 61
2022
Q1 		$2.62M Buy
26,446
+2,126
+9% +$201K 0.17% 72
2021
Q4 		$2.09M Buy
24,320
+1,427
+6% +$124K 0.13% 86
2021
Q3 		$1.97M Buy
22,893
+1,430
+7% +$122K 0.14% 83
2021
Q2 		$1.83M Buy
21,463
+450
+2% +$37.9K 0.13% 87
2021
Q1 		$1.62M Buy
21,013
+4,371
+26% +$319K 0.13% 88
2020
Q4 		$1.19M Buy
16,642
+552
+3% +$36.3K 0.11% 98
2020
Q3 		$926K Sell
16,090
-1,191
-7% -$72.5K 0.1% 101
2020
Q2 		$1.06M Buy
+17,281
New +$1.08M 0.12% 88
2020
Q1 		– Sell
-20,724
Closed -$1.95M – 351
2019
Q4 		$1.95M Buy
20,724
+2,176
+12% +$197K 0.23% 58
2019
Q3 		$1.59M Buy
18,548
+222
+1% +$18.4K 0.21% 61
2019
Q2 		$1.5M Buy
18,326
+2,044
+13% +$171K 0.22% 61
2019
Q1 		$1.32M Buy
16,282
+996
+7% +$75.7K 0.21% 68
2018
Q4 		$1.02M Sell
15,286
-54,028
-78% -$4.24M 0.2% 72
2018
Q3 		$6.1M Buy
69,314
+53,238
+331% +$4.47M 1.17% 14
2018
Q2 		$1.26M Buy
16,076
+7,721
+92% +$605K 0.34% 53
2018
Q1 		$662K Buy
8,355
+987
+13% +$81.5K 0.26% 63
2017
Q4 		$592K Buy
+7,368
New +$559K 0.27% 70

Other funds holding RTX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Altium Wealth Management's RTX Position: Q2 2022 in Review

Altium Wealth Management increased its RTX Corp (RTX) stake by 19% in Q2 2022, buying an estimated $486K and bringing the position to 31,502 shares worth $3.03M. The position accounts for 0.22% of the portfolio, ranked #61.

Altium Wealth Management first reported a position in RTX in Q4 2017 and has held it in 18 quarters since. The position peaked at $6.1M in Q3 2018. 2,288 funds tracked by Wall St. Rank hold RTX as of Q2 2022.

  • Altium Wealth Management held 31,502 shares of RTX Corp worth $3.03M as of Q2 2022.
  • Altium Wealth Management bought 5,056 RTX Corp shares in Q2 2022, an estimated $486K.
  • RTX Corp made up 0.22% of Altium Wealth Management's portfolio in Q2 2022, its #61 holding.
  • Altium Wealth Management first reported a position in RTX Corp in Q4 2017 and has held it in 18 quarters since.
  • Altium Wealth Management's RTX Corp position peaked at $6.1M in Q3 2018.
  • 2,288 funds tracked by Wall St. Rank held RTX Corp as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.