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B. Riley Wealth Management’s RTX Corp RTX Stock Holding History

B. Riley 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 		$173K Buy
29,112
+18,743
+181% +$1.8M 0.2% 37
2022
Q1 		$1.03M Sell
10,369
-2,167
-17% -$205K 0.08% 211
2021
Q4 		$1.08M Buy
12,536
+469
+4% +$40.9K 0.07% 222
2021
Q3 		$1.04M Sell
12,067
-260
-2% -$22.2K 0.08% 221
2021
Q2 		$1.05M Buy
12,327
+743
+6% +$62.5K 0.12% 157
2021
Q1 		$895K Sell
11,584
-322
-3% -$23.5K 0.1% 163
2020
Q4 		$851K Sell
11,906
-9,523
-44% -$626K 0.11% 158
2020
Q3 		$1.23M Sell
21,429
-32,379
-60% -$1.97M 0.15% 127
2020
Q2 		$3.32M Buy
53,808
+29,846
+125% +$1.86M 0.36% 67
2020
Q1 		$1.42M Buy
23,962
+19,249
+408% +$1.63M 0.15% 135
2019
Q4 		$444K Buy
4,713
+242
+5% +$22K 0.07% 226
2019
Q3 		$384K Sell
4,471
-738
-14% -$61.3K 0.07% 239
2019
Q2 		$427 Sell
5,209
-1,775
-25% -$148K 0.07% 229
2019
Q1 		$567K Buy
6,984
+625
+10% +$47.5K 0.1% 196
2018
Q4 		$427K Sell
6,359
-499
-7% -$39.2K 0.09% 197
2018
Q3 		$603K Buy
+6,858
New +$576K 0.15% 132
2015
Q3 		– Sell
-628
Closed -$43K – 626
2015
Q2 		$43K Sell
628
-791
-56% -$58K 0.03% 445
2015
Q1 		$104K Sell
1,419
-148
-9% -$11.1K 0.08% 280
2014
Q4 		$113K Buy
1,567
+161
+11% +$11K 0.09% 246
2014
Q3 		$93K Buy
1,406
+3
+0.2% +$206 0.07% 307
2014
Q2 		$101K Buy
1,403
+796
+131% +$58.6K 0.07% 346
2014
Q1 		$45K Buy
+607
New +$43.6K 0.03% 461

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

B. Riley Wealth Management's RTX Position: Q2 2022 in Review

B. Riley Wealth Management increased its RTX Corp (RTX) stake by 181% in Q2 2022, buying an estimated $1.8M and bringing the position to 29,112 shares worth $173K. The position accounts for 0.2% of the portfolio, ranked #37.

B. Riley Wealth Management first reported a position in RTX in Q1 2014 and has held it in 22 quarters since. The position peaked at $3.32M in Q2 2020. 2,288 funds tracked by Wall St. Rank hold RTX as of Q2 2022.

  • B. Riley Wealth Management held 29,112 shares of RTX Corp worth $173K as of Q2 2022.
  • B. Riley Wealth Management bought 18,743 RTX Corp shares in Q2 2022, an estimated $1.8M.
  • RTX Corp made up 0.2% of B. Riley Wealth Management's portfolio in Q2 2022, its #37 holding.
  • B. Riley Wealth Management first reported a position in RTX Corp in Q1 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Management's RTX Corp position peaked at $3.32M in Q2 2020.
  • 2,288 funds tracked by Wall St. Rank held RTX Corp as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.