Evolution Wealth Advisors’s RTX Corp RTX Stock Holding History

Evolution Wealth 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	–	Sell	-185	Closed	-$16K	–	532
2021 Q3	$16K	Hold	185	–	–	﹤0.01%	347
2021 Q2	$16K	Sell	185 -163	-47%	-$13.7K	﹤0.01%	340
2021 Q1	$27K	Buy	348 +163	+88%	+$11.9K	0.01%	261
2020 Q4	$13K	Buy	185 +73	+65%	+$4.8K	﹤0.01%	324
2020 Q3	$6K	Sell	112 -102	-48%	-$6.21K	﹤0.01%	422
2020 Q2	$13K	Buy	+214	New	+$13.4K	﹤0.01%	257
2020 Q1	–	Sell	-154	Closed	-$15K	–	586
2019 Q4	$15K	Sell	154 -186	-55%	-$16.9K	﹤0.01%	253
2019 Q3	$29K	Buy	340 +162	+91%	+$13.4K	0.01%	69
2019 Q2	$15K	Buy	+178	New	+$14.9K	0.01%	149
2019 Q1	–	Sell	-173	Closed	-$12K	–	140
2018 Q4	$12K	Buy	+173	New	+$13.6K	0.01%	122

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

Evolution Wealth Advisors's RTX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of RTX Corp (RTX) in Q4 2021, closing a stake of 185 shares — an estimated $16K sold.

Evolution Wealth Advisors first reported a position in RTX in Q4 2018 and held it in 10 quarters. The position peaked at $29K in Q3 2019. 2,188 funds tracked by Wall St. Rank hold RTX as of Q4 2021.

Evolution Wealth Advisors reported no remaining RTX Corp position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 185 RTX Corp shares in Q4 2021, an estimated $16K.
Evolution Wealth Advisors first reported a position in RTX Corp in Q4 2018 and held it in 10 quarters.
Evolution Wealth Advisors's RTX Corp position peaked at $29K in Q3 2019.
2,188 funds tracked by Wall St. Rank held RTX Corp as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.