Briggs Advisory Group’s RTX Corp RTX Stock Holding History

Briggs Advisory Group’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	$978K	Sell	13,592 -25	-0.2%	-$2.14K	0.56%	28
2023 Q2	$1.33M	Buy	13,617 +283	+2%	+$27.7K	0.74%	23
2023 Q1	$1.31M	Hold	13,334	–	–	0.77%	23
2022 Q4	$1.35M	Buy	13,334 +1,767	+15%	+$166K	0.86%	23
2022 Q3	$947K	Sell	11,567 -1,430	-11%	-$129K	0.71%	23
2022 Q2	$1.25M	Buy	12,997 +4,877	+60%	+$469K	0.91%	21
2022 Q1	$804K	Hold	8,120	–	–	0.53%	26
2021 Q4	$699K	Buy	+8,120	New	+$708K	0.48%	28

Other funds holding RTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Briggs Advisory Group's RTX Position: Q3 2023 in Review

Briggs Advisory Group reduced its RTX Corp (RTX) stake by 0.18% in Q3 2023, selling an estimated $2.14K and leaving 13,592 shares worth $978K. The position accounts for 0.56% of the portfolio, ranked #28.

Briggs Advisory Group first reported a position in RTX in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2022. 2,291 funds tracked by Wall St. Rank hold RTX as of Q3 2023.

Briggs Advisory Group held 13,592 shares of RTX Corp worth $978K as of Q3 2023.
Briggs Advisory Group sold 25 RTX Corp shares in Q3 2023, an estimated $2.14K.
RTX Corp made up 0.56% of Briggs Advisory Group's portfolio in Q3 2023, its #28 holding.
Briggs Advisory Group first reported a position in RTX Corp in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's RTX Corp position peaked at $1.35M in Q4 2022.
2,291 funds tracked by Wall St. Rank held RTX Corp as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.