FPFS
RTX icon

First Personal Financial Services’s RTX Corp RTX Stock Holding History

First Personal Financial Services’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
2024
Q3 		$145K Buy
1,198
+3
+0.3% +$342 0.03% 135
2024
Q2 		$120K Hold
1,195
– – 0.03% 146
2024
Q1 		$117K Sell
1,195
-50
-4% -$4.51K 0.03% 146
2023
Q4 		$105K Sell
1,245
-294
-19% -$23.3K 0.03% 157
2023
Q3 		$111K Buy
1,539
+294
+24% +$25.2K 0.03% 148
2023
Q2 		$122K Sell
1,245
-330
-21% -$32.3K 0.03% 139
2023
Q1 		$154K Hold
1,575
– – 0.04% 120
2022
Q4 		$159K Hold
1,575
– – 0.04% 125
2022
Q3 		$129K Sell
1,575
-172
-10% -$15.6K 0.04% 133
2022
Q2 		$168K Hold
1,747
– – 0.05% 110
2022
Q1 		$173K Sell
1,747
-104
-6% -$9.86K 0.04% 119
2021
Q4 		$159K Buy
1,851
+4
+0.2% +$349 0.04% 125
2021
Q3 		$159K Sell
1,847
-55
-3% -$4.7K 0.04% 129
2021
Q2 		$162K Buy
1,902
+55
+3% +$4.63K 0.04% 129
2021
Q1 		$143K Sell
1,847
-53
-3% -$3.87K 0.04% 127
2020
Q4 		$136K Buy
1,900
+53
+3% +$3.48K 0.04% 129
2020
Q3 		$106K Sell
1,847
-450
-20% -$27.4K 0.03% 137
2020
Q2 		$142K Buy
2,297
+215
+10% +$13.4K 0.05% 126
2020
Q1 		$124K Sell
2,082
-70
-3% -$5.92K 0.05% 135
2019
Q4 		$203K Sell
2,152
-4,747
-69% -$431K 0.07% 117
2019
Q3 		$593K Sell
6,899
-64
-0.9% -$5.31K 0.18% 80
2019
Q2 		$571K Sell
6,963
-254
-4% -$21.2K 0.16% 108
2019
Q1 		$585K Buy
7,217
+109
+2% +$8.28K 0.18% 106
2018
Q4 		$476K Sell
7,108
-79
-1% -$6.2K 0.16% 112
2018
Q3 		$632K Sell
7,187
-548
-7% -$46K 0.2% 101
2018
Q2 		$609K Sell
7,735
-3,957
-34% -$310K 0.2% 103
2018
Q1 		$925K Sell
11,692
-554
-5% -$45.8K 0.2% 105
2017
Q4 		$983K Buy
12,246
+95
+0.8% +$7.21K 0.19% 106
2017
Q3 		$888K Sell
12,151
-3,434
-22% -$254K 0.19% 107
2017
Q2 		$1.2M Sell
15,585
-993
-6% -$74.4K 0.26% 90
2017
Q1 		$1.17M Buy
16,578
+674
+4% +$47.3K 0.28% 85
2016
Q4 		$1.1M Buy
15,904
+2,822
+22% +$187K 0.29% 82
2016
Q3 		$837K Hold
13,082
– – 0.24% 88
2016
Q2 		$844K Buy
13,082
+4,128
+46% +$264K 0.29% 82
2016
Q1 		$564K Buy
8,954
+210
+2% +$12.2K 0.28% 83
2015
Q4 		$529K Buy
8,744
+5
+0.1% +$303 0.3% 83
2015
Q3 		$490K Buy
8,739
+23
+0.3% +$1.42K 0.29% 82
2015
Q2 		$609K Sell
8,716
-182
-2% -$13.4K 0.36% 78
2015
Q1 		$657K Sell
8,898
-156
-2% -$11.7K 0.4% 75
2014
Q4 		$655K Buy
+9,054
New +$617K 0.38% 74

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Personal Financial Services's RTX Position: Q3 2024 in Review

First Personal Financial Services increased its RTX Corp (RTX) stake by 0.25% in Q3 2024, buying an estimated $342 and bringing the position to 1,198 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #135.

First Personal Financial Services first reported a position in RTX in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.2M in Q2 2017. 2,696 funds tracked by Wall St. Rank hold RTX as of Q3 2024.

  • First Personal Financial Services held 1,198 shares of RTX Corp worth $145K as of Q3 2024.
  • First Personal Financial Services bought 3 RTX Corp shares in Q3 2024, an estimated $342.
  • RTX Corp made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #135 holding.
  • First Personal Financial Services first reported a position in RTX Corp in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's RTX Corp position peaked at $1.2M in Q2 2017.
  • 2,696 funds tracked by Wall St. Rank held RTX Corp as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.