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BDO Wealth Advisors’s RTX Corp RTX Stock Holding History

BDO 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
Q2 		$1.93M Sell
19,673
-123
-0.6% -$12K 0.22% 94
2023
Q1 		$1.94M Sell
19,796
-1,599
-7% -$158K 0.24% 88
2022
Q4 		$2.16M Buy
21,395
+293
+1% +$27.6K 0.27% 79
2022
Q3 		$1.73M Sell
21,102
-167
-0.8% -$15.1K 0.23% 91
2022
Q2 		$2.04M Sell
21,269
-311
-1% -$29.9K 0.25% 81
2022
Q1 		$2.14M Buy
21,580
+195
+0.9% +$18.5K 0.23% 82
2021
Q4 		$1.84M Buy
21,385
+595
+3% +$51.8K 0.19% 91
2021
Q3 		$1.79M Buy
20,790
+495
+2% +$42.3K 0.2% 89
2021
Q2 		$1.73M Sell
20,295
-719
-3% -$60.5K 0.19% 93
2021
Q1 		$1.62M Buy
21,014
+7,009
+50% +$512K 0.19% 95
2020
Q4 		$1M Sell
14,005
-1,107
-7% -$72.8K 0.14% 103
2020
Q3 		$870K Buy
15,112
+459
+3% +$27.9K 0.14% 106
2020
Q2 		$903K Buy
14,653
+737
+5% +$46K 0.16% 101
2020
Q1 		$826K Buy
13,916
+6,692
+93% +$566K 0.17% 95
2019
Q4 		$681K Sell
7,224
-286
-4% -$25.9K 0.18% 97
2019
Q3 		$645K Sell
7,510
-376
-5% -$31.2K 0.17% 103
2019
Q2 		$646K Sell
7,886
-744
-9% -$62.2K 0.18% 96
2019
Q1 		$700K Sell
8,630
-373
-4% -$28.3K 0.2% 90
2018
Q4 		$603K Sell
9,003
-278
-3% -$21.8K 0.21% 88
2018
Q3 		$817K Sell
9,281
-232
-2% -$19.5K 0.26% 72
2018
Q2 		$749K Buy
9,513
+279
+3% +$21.8K 0.26% 75
2018
Q1 		$731K Sell
9,234
-564
-6% -$46.6K 0.27% 72
2017
Q4 		$787K Sell
9,798
-664
-6% -$50.4K 0.35% 56
2017
Q3 		$764K Sell
10,462
-516
-5% -$38.2K 0.38% 47
2017
Q2 		$844K Buy
+10,978
New +$822K 0.37% 50

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

BDO Wealth Advisors's RTX Position: Q2 2023 in Review

BDO Wealth Advisors reduced its RTX Corp (RTX) stake by 0.62% in Q2 2023, selling an estimated $12K and leaving 19,673 shares worth $1.93M. The position accounts for 0.22% of the portfolio, ranked #94.

BDO Wealth Advisors first reported a position in RTX in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.16M in Q4 2022. 2,456 funds tracked by Wall St. Rank hold RTX as of Q2 2023.

  • BDO Wealth Advisors held 19,673 shares of RTX Corp worth $1.93M as of Q2 2023.
  • BDO Wealth Advisors sold 123 RTX Corp shares in Q2 2023, an estimated $12K.
  • RTX Corp made up 0.22% of BDO Wealth Advisors's portfolio in Q2 2023, its #94 holding.
  • BDO Wealth Advisors first reported a position in RTX Corp in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's RTX Corp position peaked at $2.16M in Q4 2022.
  • 2,456 funds tracked by Wall St. Rank held RTX Corp as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.