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Industrial Alliance Investment Management’s RTX Corp RTX Stock Holding History

Industrial Alliance Investment Management’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
2023
Q3 		– Sell
-406
Closed -$40K – 133
2023
Q2 		$40K Buy
+406
New +$39.8K 0.02% 138
2023
Q1 		– Sell
-7,149
Closed -$721K – 572
2022
Q4 		$721K Hold
7,149
– – 0.02% 270
2022
Q3 		$585K Sell
7,149
-760
-10% -$68.8K 0.02% 279
2022
Q2 		$760K Sell
7,909
-6,799
-46% -$654K 0.02% 268
2022
Q1 		$1.46M Buy
14,708
+822
+6% +$77.9K 0.03% 259
2021
Q4 		$1.2M Buy
+13,886
New +$1.21M 0.03% 257

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Industrial Alliance Investment Management's RTX Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of RTX Corp (RTX) in Q3 2023, closing a stake of 406 shares — an estimated $40K sold.

Industrial Alliance Investment Management first reported a position in RTX in Q4 2021 and held it in 6 quarters. The position peaked at $1.46M in Q1 2022. 2,292 funds tracked by Wall St. Rank hold RTX as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining RTX Corp position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 406 RTX Corp shares in Q3 2023, an estimated $40K.
  • Industrial Alliance Investment Management first reported a position in RTX Corp in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's RTX Corp position peaked at $1.46M in Q1 2022.
  • 2,292 funds tracked by Wall St. Rank held RTX Corp as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.