HF
RTX icon

Halpern Financial’s RTX Corp RTX Stock Holding History

Halpern Financial’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
Q2 		– Sell
-96
Closed -$9.37K – 239
2024
Q1 		$9.37K Hold
96
– – ﹤0.01% 163
2023
Q4 		$8.22K Hold
96
– – ﹤0.01% 187
2023
Q3 		$6.91K Hold
96
– – ﹤0.01% 171
2023
Q2 		$9.4K Buy
+96
New +$9.4K ﹤0.01% 157
2023
Q1 		– Sell
-65
Closed -$6.56K – 195
2022
Q4 		$6.56K Hold
65
– – ﹤0.01% 149
2022
Q3 		$5.32K Sell
65
-4
-6% -$362 ﹤0.01% 162
2022
Q2 		$6.63K Buy
+69
New +$6.63K ﹤0.01% 184
2022
Q1 		– Sell
-100
Closed -$8.61K – 266
2021
Q4 		$8.61K Buy
+100
New +$8.71K ﹤0.01% 193
2021
Q3 		– Sell
-37
Closed -$3.16K – 278
2021
Q2 		$3.16K Hold
37
– – ﹤0.01% 206
2021
Q1 		$2.86K Buy
+37
New +$2.7K ﹤0.01% 211

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Halpern Financial's RTX Position: Q2 2024 in Review

Halpern Financial sold out of RTX Corp (RTX) in Q2 2024, closing a stake of 96 shares — an estimated $9.37K sold.

Halpern Financial first reported a position in RTX in Q1 2021 and held it in 10 quarters. The position peaked at $9.4K in Q2 2023. 2,536 funds tracked by Wall St. Rank hold RTX as of Q2 2024.

  • Halpern Financial reported no remaining RTX Corp position as of Q2 2024 after selling out during the quarter.
  • Halpern Financial sold 96 RTX Corp shares in Q2 2024, an estimated $9.37K.
  • Halpern Financial first reported a position in RTX Corp in Q1 2021 and held it in 10 quarters.
  • Halpern Financial's RTX Corp position peaked at $9.4K in Q2 2023.
  • 2,536 funds tracked by Wall St. Rank held RTX Corp as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.