Atlas Private Wealth Advisors’s RTX Corp RTX Stock Holding History

Atlas Private Wealth Advisors’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	-3,864	Closed	-$378K	–	191
2023 Q2	$378K	Buy	+3,864	New	+$378K	0.08%	127
2021 Q4	–	Sell	-136	Closed	-$12K	–	587
2021 Q3	$12K	Hold	136	–	–	0.01%	444
2021 Q2	$12K	Sell	136 -117	-46%	-$9.85K	0.01%	449
2021 Q1	$20K	Buy	253 +175	+224%	+$12.8K	0.01%	381
2020 Q4	$6K	Hold	78	–	–	﹤0.01%	499
2020 Q3	$4K	Hold	78	–	–	﹤0.01%	506
2020 Q2	$5K	Buy	+78	New	+$4.87K	﹤0.01%	511

Other funds holding RTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Advisors's RTX Position: Q3 2023 in Review

Atlas Private Wealth Advisors sold out of RTX Corp (RTX) in Q3 2023, closing a stake of 3,864 shares — an estimated $378K sold.

Atlas Private Wealth Advisors first reported a position in RTX in Q2 2020 and held it in 7 quarters. The position peaked at $378K in Q2 2023. 2,291 funds tracked by Wall St. Rank hold RTX as of Q3 2023.

Atlas Private Wealth Advisors reported no remaining RTX Corp position as of Q3 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,864 RTX Corp shares in Q3 2023, an estimated $378K.
Atlas Private Wealth Advisors first reported a position in RTX Corp in Q2 2020 and held it in 7 quarters.
Atlas Private Wealth Advisors's RTX Corp position peaked at $378K in Q2 2023.
2,291 funds tracked by Wall St. Rank held RTX Corp as of Q3 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.