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IAG Wealth Partners’s RTX Corp RTX Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-2
Closed -$168 – 458
2023
Q4 		$168 Sell
2
-305
-99% -$24.1K ﹤0.01% 417
2023
Q3 		$22.1K Hold
307
– – 0.01% 217
2023
Q2 		$30.1K Buy
307
+35
+13% +$3.43K 0.01% 202
2023
Q1 		$26.6K Buy
+272
New +$26.8K 0.01% 194
2022
Q2 		– Sell
-37
Closed -$4K – 475
2022
Q1 		$4K Buy
+37
New +$3.51K ﹤0.01% 374
2020
Q3 		– Sell
-35
Closed -$3K – 420
2020
Q2 		$3K Buy
+35
New +$2.18K ﹤0.01% 323
2020
Q1 		– Sell
-238
Closed -$23K – 453
2019
Q4 		$23K Buy
+238
New +$21.6K 0.02% 166

Other funds holding RTX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IAG Wealth Partners's RTX Position: Q1 2024 in Review

IAG Wealth Partners sold out of RTX Corp (RTX) in Q1 2024, closing a stake of 2 shares — an estimated $168 sold.

IAG Wealth Partners first reported a position in RTX in Q4 2019 and held it in 7 quarters. The position peaked at $30.1K in Q2 2023. 2,491 funds tracked by Wall St. Rank hold RTX as of Q1 2024.

  • IAG Wealth Partners reported no remaining RTX Corp position as of Q1 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 2 RTX Corp shares in Q1 2024, an estimated $168.
  • IAG Wealth Partners first reported a position in RTX Corp in Q4 2019 and held it in 7 quarters.
  • IAG Wealth Partners's RTX Corp position peaked at $30.1K in Q2 2023.
  • 2,491 funds tracked by Wall St. Rank held RTX Corp as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.