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Berman Capital Advisors’s RTX Corp RTX Stock Holding History

Berman Capital 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
2021
Q3 		$509K Buy
5,923
+2,015
+52% +$172K 0.08% 132
2021
Q2 		$332K Buy
3,908
+952
+32% +$80.1K 0.05% 169
2021
Q1 		$227K Buy
2,956
+633
+27% +$46.2K 0.05% 175
2020
Q4 		$165K Buy
2,323
+703
+43% +$46.2K 0.04% 191
2020
Q3 		$92K Sell
1,620
-436
-21% -$26.5K 0.03% 241
2020
Q2 		$125K Buy
2,056
+149
+8% +$9.3K 0.03% 196
2020
Q1 		$112K Buy
1,907
+57
+3% +$4.82K 0.04% 179
2019
Q4 		$174K Buy
1,850
+525
+40% +$47.6K 0.05% 152
2019
Q3 		$113K Buy
1,325
+60
+5% +$4.98K 0.04% 200
2019
Q2 		$103K Buy
1,265
+192
+18% +$16.1K 0.03% 204
2019
Q1 		$87K Sell
1,073
-492
-31% -$37.4K 0.03% 212
2018
Q4 		$104K Buy
+1,565
New +$123K 0.04% 171

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Berman Capital Advisors's RTX Position: Q3 2021 in Review

Berman Capital Advisors increased its RTX Corp (RTX) stake by 52% in Q3 2021, buying an estimated $172K and bringing the position to 5,923 shares worth $509K. The position accounts for 0.08% of the portfolio, ranked #132.

Berman Capital Advisors first reported a position in RTX in Q4 2018 and has held it in 12 quarters since. 2,045 funds tracked by Wall St. Rank hold RTX as of Q3 2021.

  • Berman Capital Advisors held 5,923 shares of RTX Corp worth $509K as of Q3 2021.
  • Berman Capital Advisors bought 2,015 RTX Corp shares in Q3 2021, an estimated $172K.
  • RTX Corp made up 0.08% of Berman Capital Advisors's portfolio in Q3 2021, its #132 holding.
  • Berman Capital Advisors first reported a position in RTX Corp in Q4 2018 and has held it in 12 quarters since.
  • 2,045 funds tracked by Wall St. Rank held RTX Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.