Cascade Investment Advisors’s RTX Corp RTX Stock Holding History

Cascade Investment 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	–	Sell	-533	Closed	-$52.2K	–	192
2023 Q1	$52.2K	Buy	+533	New	+$52.5K	0.04%	141
2022 Q3	–	Sell	-533	Closed	-$51.2K	–	189
2022 Q2	$51.2K	Hold	533	–	–	0.04%	147
2022 Q1	$52.8K	Buy	533 +50	+10%	+$4.74K	0.03%	160
2021 Q4	$41.6K	Hold	483	–	–	0.02%	175
2021 Q3	$41.5K	Hold	483	–	–	0.03%	167
2021 Q2	$41.2K	Sell	483 -163	-25%	-$13.7K	0.03%	172
2021 Q1	$49.9K	Buy	+646	New	+$47.1K	0.03%	162
2020 Q2	–	Sell	-577	Closed	-$34.2K	–	259
2020 Q1	$34.2K	Hold	577	–	–	0.04%	154
2019 Q4	$54.4K	Hold	577	–	–	0.04%	146
2019 Q3	$49.6K	Hold	577	–	–	0.04%	148
2019 Q2	$47.3K	Hold	577	–	–	0.04%	141
2019 Q1	$46.8K	Hold	577	–	–	0.04%	135
2018 Q4	$38.7K	Hold	577	–	–	0.04%	135
2018 Q3	$50.8K	Hold	577	–	–	0.04%	129
2018 Q2	$45.4K	Hold	577	–	–	0.04%	131
2018 Q1	$45.7K	Hold	577	–	–	0.04%	129
2017 Q4	$46.3K	Buy	577 +180	+45%	+$13.7K	0.04%	131
2017 Q3	$29K	Hold	397	–	–	0.02%	140
2017 Q2	$30.5K	Hold	397	–	–	0.03%	135
2017 Q1	$28.1K	Hold	397	–	–	0.02%	122
2016 Q4	$27.4K	Buy	+397	New	+$26.3K	0.02%	129
2016 Q2	$39K	Buy	+604	New	+$38.7K	0.04%	111

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

Cascade Investment Advisors's RTX Position: Q2 2023 in Review

Cascade Investment Advisors sold out of RTX Corp (RTX) in Q2 2023, closing a stake of 533 shares — an estimated $52.2K sold.

Cascade Investment Advisors first reported a position in RTX in Q2 2016 and held it in 22 quarters. The position peaked at $54.4K in Q4 2019. 2,456 funds tracked by Wall St. Rank hold RTX as of Q2 2023.

Cascade Investment Advisors reported no remaining RTX Corp position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 533 RTX Corp shares in Q2 2023, an estimated $52.2K.
Cascade Investment Advisors first reported a position in RTX Corp in Q2 2016 and held it in 22 quarters.
Cascade Investment Advisors's RTX Corp position peaked at $54.4K in Q4 2019.
2,456 funds tracked by Wall St. Rank held RTX Corp as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.