Essex Private Wealth Management’s RTX Corp RTX Stock Holding History

Essex Private Wealth Management’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
2022 Q1	–	Sell	-4,547	Closed	-$391K	–	60
2021 Q4	$391K	Sell	4,547 -58	-1%	-$5.05K	0.33%	45
2021 Q3	$396K	Buy	4,605 +10	+0.2%	+$855	0.36%	48
2021 Q2	$392K	Buy	4,595 +8	+0.2%	+$673	0.36%	49
2021 Q1	$354K	Sell	4,587 -88	-2%	-$6.42K	0.34%	52
2020 Q4	$334K	Sell	4,675 -216	-4%	-$14.2K	0.33%	52
2020 Q3	$281K	Buy	+4,891	New	+$298K	0.29%	50

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Essex Private Wealth Management's RTX Position: Q1 2022 in Review

Essex Private Wealth Management sold out of RTX Corp (RTX) in Q1 2022, closing a stake of 4,547 shares — an estimated $391K sold.

Essex Private Wealth Management first reported a position in RTX in Q3 2020 and held it in 6 quarters. The position peaked at $396K in Q3 2021. 2,297 funds tracked by Wall St. Rank hold RTX as of Q1 2022.

Essex Private Wealth Management reported no remaining RTX Corp position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 4,547 RTX Corp shares in Q1 2022, an estimated $391K.
Essex Private Wealth Management first reported a position in RTX Corp in Q3 2020 and held it in 6 quarters.
Essex Private Wealth Management's RTX Corp position peaked at $396K in Q3 2021.
2,297 funds tracked by Wall St. Rank held RTX Corp as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.