FMWA
RTN

Forvis Mazars Wealth Advisors’s Raytheon Company RTN Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio RTN Stock Details RTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,873
Closed -$246K – 321
2020
Q1 		$246K Sell
1,873
-1,540
-45% -$305K 0.02% 252
2019
Q4 		$750K Buy
3,413
+302
+10% +$63.8K 0.05% 143
2019
Q3 		$610K Buy
3,111
+5
+0.2% +$926 0.05% 143
2019
Q2 		$540K Sell
3,106
-237
-7% -$42.6K 0.04% 157
2019
Q1 		$609K Buy
+3,343
New +$583K 0.05% 143

Other funds holding RTN

PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
VW
Vantage Wealth Pasadena, California $463M AUM 18.98% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
ALAM
Asahi Life Asset Management Tokyo, Japan $155M AUM 28.74% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.69B AUM 28.38% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.1B AUM 14.89% 1-Year Est. Return

Forvis Mazars Wealth Advisors's RTN Position: Q2 2020 in Review

Forvis Mazars Wealth Advisors sold out of Raytheon Company (RTN) in Q2 2020, closing a stake of 1,873 shares — an estimated $246K sold.

Forvis Mazars Wealth Advisors first reported a position in RTN in Q1 2019 and held it in 5 quarters. The position peaked at $750K in Q4 2019. 75 funds tracked by Wall St. Rank hold RTN as of Q2 2020.

  • Forvis Mazars Wealth Advisors reported no remaining Raytheon Company position as of Q2 2020 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,873 Raytheon Company shares in Q2 2020, an estimated $246K.
  • Forvis Mazars Wealth Advisors first reported a position in Raytheon Company in Q1 2019 and held it in 5 quarters.
  • Forvis Mazars Wealth Advisors's Raytheon Company position peaked at $750K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Raytheon Company as of Q2 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.