Clear Perspective Advisors’s RTX Corp RTX Stock Holding History

Clear Perspective 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 Q4	$427K	Buy	4,966 +6	+0.1%	+$523	0.13%	111
2021 Q3	$426K	Hold	4,960	–	–	0.15%	101
2021 Q2	$423K	Sell	4,960 -100	-2%	-$8.42K	0.15%	104
2021 Q1	$391K	Sell	5,060 -1,846	-27%	-$135K	0.15%	102
2020 Q4	$494K	Sell	6,906 -51	-0.7%	-$3.35K	0.2%	89
2020 Q3	$13.8K	Sell	6,957 -224	-3%	-$13.6K	6.5%	2
2020 Q2	$442K	Sell	7,181 -5,134	-42%	-$320K	0.24%	76
2020 Q1	$731K	Sell	12,315 -1,223	-9%	-$104K	0.49%	43
2019 Q4	$1.28M	Sell	13,538 -19,019	-58%	-$1.73M	0.79%	29
2019 Q3	$2.72M	Buy	32,557 +14,015	+76%	+$1.16M	1.23%	20
2019 Q2	$1.52M	Sell	18,542 -8	-0%	-$669	0.98%	23
2019 Q1	$1.58M	Buy	18,550 +110	+0.6%	+$8.36K	1.12%	22
2018 Q4	$1.24M	Buy	18,440 +276	+2%	+$21.7K	1.03%	21
2018 Q3	$1.6M	Buy	18,164 +56	+0.3%	+$4.7K	1.18%	20
2018 Q2	$1.43M	Sell	18,108 -1,157	-6%	-$90.6K	1%	24
2018 Q1	$1.52M	Buy	19,265 +216	+1%	+$17.8K	1.14%	18
2017 Q4	$1.53M	Buy	19,049 +91	+0.5%	+$6.91K	1.17%	16
2017 Q3	$1.39M	Buy	18,958 +2,440	+15%	+$181K	1.13%	17
2017 Q2	$1.27M	Hold	16,518	–	–	1.07%	24
2017 Q1	$1.17M	Sell	16,518 -2,374	-13%	-$167K	0.77%	31
2016 Q4	$1.3M	Buy	+18,892	New	+$1.25M	0.86%	26

Other funds holding RTX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Clear Perspective Advisors's RTX Position: Q4 2021 in Review

Clear Perspective Advisors increased its RTX Corp (RTX) stake by 0.12% in Q4 2021, buying an estimated $523 and bringing the position to 4,966 shares worth $427K. The position accounts for 0.13% of the portfolio, ranked #111.

Clear Perspective Advisors first reported a position in RTX in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.72M in Q3 2019. 2,189 funds tracked by Wall St. Rank hold RTX as of Q4 2021.

Clear Perspective Advisors held 4,966 shares of RTX Corp worth $427K as of Q4 2021.
Clear Perspective Advisors bought 6 RTX Corp shares in Q4 2021, an estimated $523.
RTX Corp made up 0.13% of Clear Perspective Advisors's portfolio in Q4 2021, its #111 holding.
Clear Perspective Advisors first reported a position in RTX Corp in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's RTX Corp position peaked at $2.72M in Q3 2019.
2,189 funds tracked by Wall St. Rank held RTX Corp as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.