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Caliber Wealth Management (Utah)’s RTX Corp RTX Stock Holding History

Caliber Wealth Management (Utah)’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
2024
Q1 		$2.54M Buy
26,068
+857
+3% +$77.4K 1.35% 32
2023
Q4 		$2.12M Buy
25,211
+1,246
+5% +$98.6K 1.25% 37
2023
Q3 		$1.72M Buy
23,965
+3,705
+18% +$317K 1.16% 39
2023
Q2 		$1.98M Buy
20,260
+296
+1% +$29K 1.33% 37
2023
Q1 		$1.96M Buy
19,964
+1,263
+7% +$124K 1.46% 30
2022
Q4 		$1.89M Buy
+18,701
New +$1.76M 1.44% 23

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caliber Wealth Management (Utah)'s RTX Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its RTX Corp (RTX) stake by 3.4% in Q1 2024, buying an estimated $77.4K and bringing the position to 26,068 shares worth $2.54M. The position accounts for 1.35% of the portfolio, ranked #32.

Caliber Wealth Management (Utah) first reported a position in RTX in Q4 2022 and has held it in 6 quarters since. 2,490 funds tracked by Wall St. Rank hold RTX as of Q1 2024.

  • Caliber Wealth Management (Utah) held 26,068 shares of RTX Corp worth $2.54M as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 857 RTX Corp shares in Q1 2024, an estimated $77.4K.
  • RTX Corp made up 1.35% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #32 holding.
  • Caliber Wealth Management (Utah) first reported a position in RTX Corp in Q4 2022 and has held it in 6 quarters since.
  • 2,490 funds tracked by Wall St. Rank held RTX Corp as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.