Heritage Wealth Management (Arizona)’s RTX Corp RTX Stock Holding History

Heritage Wealth Management (Arizona)’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	$1.22M	Sell	12,175 -909	-7%	-$94K	0.68%	36
2024 Q1	$1.28M	Buy	13,084 +6	+0%	+$542	0.65%	38
2023 Q4	$1.1M	Buy	+13,078	New	+$1.03M	0.6%	38
2022 Q4	$6.97M	Buy	69,058 +37,170	+117%	+$3.5M	1%	14
2022 Q3	$2.61M	Buy	31,888 +920	+3%	+$83.3K	0.84%	18
2022 Q2	$2.98M	Sell	30,968 -954	-3%	-$91.7K	0.99%	15
2022 Q1	$3.16M	Buy	+31,922	New	+$3.03M	0.85%	18
2021 Q3	$2M	Buy	23,274 +2,824	+14%	+$242K	0.71%	25
2021 Q2	$1.75M	Buy	+20,450	New	+$1.72M	0.66%	24

Other funds holding RTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 $1.47T 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