Clear Perspectives Financial Planning’s RTX Corp RTX Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$243K	Hold	2,483	–	–	0.14%	34
2022 Q4	$251K	Hold	2,483	–	–	0.13%	43
2022 Q3	$203K	Hold	2,483	–	–	0.1%	46
2022 Q2	$239K	Hold	2,483	–	–	0.09%	49
2022 Q1	$246K	Hold	2,483	–	–	0.09%	48
2021 Q4	$214K	Hold	2,483	–	–	0.09%	55
2021 Q3	$213K	Hold	2,483	–	–	0.1%	58
2021 Q2	$212K	Hold	2,483	–	–	0.1%	59
2021 Q1	$192K	Hold	2,483	–	–	0.11%	55
2020 Q4	$178K	Buy	+2,483	New	+$163K	0.11%	54

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

Clear Perspectives Financial Planning's RTX Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its RTX Corp (RTX) position steady in Q1 2023 at 2,483 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #34.

Clear Perspectives Financial Planning first reported a position in RTX in Q4 2020 and has held it in 10 quarters since. The position peaked at $251K in Q4 2022. 2,416 funds tracked by Wall St. Rank hold RTX as of Q1 2023.

Clear Perspectives Financial Planning held 2,483 shares of RTX Corp worth $243K as of Q1 2023.
Clear Perspectives Financial Planning left its RTX Corp share count unchanged in Q1 2023.
RTX Corp made up 0.14% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #34 holding.
Clear Perspectives Financial Planning first reported a position in RTX Corp in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's RTX Corp position peaked at $251K in Q4 2022.
2,416 funds tracked by Wall St. Rank held RTX Corp as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.