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Avitas Wealth Management’s RTX Corp RTX Stock Holding History

Avitas 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
2023
Q3 		– Sell
-15,271
Closed -$1.5M – 210
2023
Q2 		$1.5M Buy
15,271
+172
+1% +$16.8K 0.27% 99
2023
Q1 		$1.48M Sell
15,099
-11
-0.1% -$1.08K 0.29% 97
2022
Q4 		$1.52M Buy
+15,110
New +$1.42M 0.32% 86
2022
Q3 		– Sell
-44,758
Closed -$4.3M – 211
2022
Q2 		$4.3M Buy
44,758
+14,380
+47% +$1.38M 0.94% 27
2022
Q1 		$3.01M Buy
+30,378
New +$2.88M 0.54% 57

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

Avitas Wealth Management's RTX Position: Q3 2023 in Review

Avitas Wealth Management sold out of RTX Corp (RTX) in Q3 2023, closing a stake of 15,271 shares — an estimated $1.5M sold.

Avitas Wealth Management first reported a position in RTX in Q1 2022 and held it in 5 quarters. The position peaked at $4.3M in Q2 2022. 2,292 funds tracked by Wall St. Rank hold RTX as of Q3 2023.

  • Avitas Wealth Management reported no remaining RTX Corp position as of Q3 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 15,271 RTX Corp shares in Q3 2023, an estimated $1.5M.
  • Avitas Wealth Management first reported a position in RTX Corp in Q1 2022 and held it in 5 quarters.
  • Avitas Wealth Management's RTX Corp position peaked at $4.3M in Q2 2022.
  • 2,292 funds tracked by Wall St. Rank held RTX Corp as of Q3 2023.

Based on Avitas Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.