CFM Wealth Partners’s RTX Corp RTX Stock Holding History

CFM Wealth Partners’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	–	Sell	-5,859	Closed	-$574K	–	155
2023 Q2	$574K	Sell	5,859 -241	-4%	-$23.6K	0.14%	101
2023 Q1	$597K	Buy	6,100 +43	+0.7%	+$4.24K	0.16%	94
2022 Q4	$611K	Buy	6,057 +338	+6%	+$31.8K	0.18%	98
2022 Q3	$468K	Buy	5,719 +3,063	+115%	+$277K	0.15%	102
2022 Q2	$255K	Buy	2,656 +175	+7%	+$16.8K	0.08%	142
2022 Q1	$246K	Hold	2,481	–	–	0.06%	164
2021 Q4	$216K	Hold	2,481	–	–	0.05%	173
2021 Q3	$213K	Hold	2,481	–	–	0.05%	176
2021 Q2	$203K	Buy	+2,481	New	+$209K	0.05%	168
2020 Q4	–	Sell	-3,745	Closed	-$215K	–	169
2020 Q3	$215K	Sell	3,745 -802	-18%	-$48.8K	0.08%	140
2020 Q2	$280K	Buy	4,547 +1,808	+66%	+$113K	0.11%	116
2020 Q1	$163K	Buy	2,739 +14	+0.5%	+$1.19K	0.08%	154
2019 Q4	$263K	Buy	+2,725	New	+$247K	0.1%	129

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

CFM Wealth Partners's RTX Position: Q3 2023 in Review

CFM Wealth Partners sold out of RTX Corp (RTX) in Q3 2023, closing a stake of 5,859 shares — an estimated $574K sold.

CFM Wealth Partners first reported a position in RTX in Q4 2019 and held it in 13 quarters. The position peaked at $611K in Q4 2022. 2,291 funds tracked by Wall St. Rank hold RTX as of Q3 2023.

CFM Wealth Partners reported no remaining RTX Corp position as of Q3 2023 after selling out during the quarter.
CFM Wealth Partners sold 5,859 RTX Corp shares in Q3 2023, an estimated $574K.
CFM Wealth Partners first reported a position in RTX Corp in Q4 2019 and held it in 13 quarters.
CFM Wealth Partners's RTX Corp position peaked at $611K in Q4 2022.
2,291 funds tracked by Wall St. Rank held RTX Corp as of Q3 2023.

Based on CFM Wealth Partners's 13F filing for Q3 2023, filed 11 Oct 2023.