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Beacon Financial Advisory’s RTX Corp RTX Stock Holding History

Beacon Financial Advisory’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
Q3 		– Sell
-2,443
Closed -$235K – 212
2022
Q2 		$235K Buy
+2,443
New +$235K 0.13% 192
2020
Q2 		– Sell
-5,755
Closed -$341K – 154
2020
Q1 		$341K Sell
5,755
-1,183
-17% -$100K 0.43% 74
2019
Q4 		$653K Buy
+6,938
New +$629K 0.56% 48

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
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
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

Beacon Financial Advisory's RTX Position: Q3 2022 in Review

Beacon Financial Advisory sold out of RTX Corp (RTX) in Q3 2022, closing a stake of 2,443 shares — an estimated $235K sold.

Beacon Financial Advisory first reported a position in RTX in Q4 2019 and held it in 3 quarters. The position peaked at $653K in Q4 2019. 2,225 funds tracked by Wall St. Rank hold RTX as of Q3 2022.

  • Beacon Financial Advisory reported no remaining RTX Corp position as of Q3 2022 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,443 RTX Corp shares in Q3 2022, an estimated $235K.
  • Beacon Financial Advisory first reported a position in RTX Corp in Q4 2019 and held it in 3 quarters.
  • Beacon Financial Advisory's RTX Corp position peaked at $653K in Q4 2019.
  • 2,225 funds tracked by Wall St. Rank held RTX Corp as of Q3 2022.

Based on Beacon Financial Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.