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Heritage Oak Wealth Advisors’s RTX Corp RTX Stock Holding History

Heritage Oak 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
2024
Q4 		– Sell
-3,319
Closed -$402K – 160
2024
Q3 		$402K Buy
+3,319
New +$379K 0.19% 78

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Capital Research Global Investors
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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

Heritage Oak Wealth Advisors's RTX Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of RTX Corp (RTX) in Q4 2024, closing a stake of 3,319 shares — an estimated $402K sold.

Heritage Oak Wealth Advisors first reported a position in RTX in Q3 2024 and held it in 1 quarter. The position peaked at $402K in Q3 2024. 2,827 funds tracked by Wall St. Rank hold RTX as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining RTX Corp position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 3,319 RTX Corp shares in Q4 2024, an estimated $402K.
  • Heritage Oak Wealth Advisors first reported a position in RTX Corp in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's RTX Corp position peaked at $402K in Q3 2024.
  • 2,827 funds tracked by Wall St. Rank held RTX Corp as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.