JPLA
RTX icon

Joseph P. Lucia & Associates’s RTX Corp RTX Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-150
Closed -$14K – 379
2022
Q2 		$14K Hold
150
– – 0.01% 289
2022
Q1 		$15K Buy
+150
New +$14.2K 0.01% 293
2021
Q4 		– Sell
-267
Closed -$23K – 463
2021
Q3 		$23K Hold
267
– – 0.01% 292
2021
Q2 		$23K Hold
267
– – 0.01% 306
2021
Q1 		$21K Buy
267
+34
+15% +$2.48K 0.01% 290
2020
Q4 		$17K Buy
+233
New +$15.3K 0.01% 289
2020
Q3 		– Sell
-383
Closed -$24K – 382
2020
Q2 		$24K Buy
+383
New +$23.9K 0.02% 230

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Joseph P. Lucia & Associates's RTX Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of RTX Corp (RTX) in Q3 2022, closing a stake of 150 shares — an estimated $14K sold.

Joseph P. Lucia & Associates first reported a position in RTX in Q2 2020 and held it in 7 quarters. The position peaked at $24K in Q2 2020. 2,224 funds tracked by Wall St. Rank hold RTX as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining RTX Corp position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 150 RTX Corp shares in Q3 2022, an estimated $14K.
  • Joseph P. Lucia & Associates first reported a position in RTX Corp in Q2 2020 and held it in 7 quarters.
  • Joseph P. Lucia & Associates's RTX Corp position peaked at $24K in Q2 2020.
  • 2,224 funds tracked by Wall St. Rank held RTX Corp as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.