KIG
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Kowal Investment Group’s RTX Corp RTX Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-3,064
Closed -$221K – 173
2023
Q3 		$221K Sell
3,064
-34
-1% -$2.91K 0.06% 140
2023
Q2 		$303K Buy
3,098
+81
+3% +$7.93K 0.08% 122
2023
Q1 		$295K Buy
+3,017
New +$297K 0.08% 119
2021
Q4 		– Sell
-461
Closed -$40K – 767
2021
Q3 		$40K Buy
+461
New +$39.4K 0.01% 271

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kowal Investment Group's RTX Position: Q4 2023 in Review

Kowal Investment Group sold out of RTX Corp (RTX) in Q4 2023, closing a stake of 3,064 shares — an estimated $221K sold.

Kowal Investment Group first reported a position in RTX in Q3 2021 and held it in 4 quarters. The position peaked at $303K in Q2 2023. 2,416 funds tracked by Wall St. Rank hold RTX as of Q4 2023.

  • Kowal Investment Group reported no remaining RTX Corp position as of Q4 2023 after selling out during the quarter.
  • Kowal Investment Group sold 3,064 RTX Corp shares in Q4 2023, an estimated $221K.
  • Kowal Investment Group first reported a position in RTX Corp in Q3 2021 and held it in 4 quarters.
  • Kowal Investment Group's RTX Corp position peaked at $303K in Q2 2023.
  • 2,416 funds tracked by Wall St. Rank held RTX Corp as of Q4 2023.

Based on Kowal Investment Group's 13F filing for Q4 2023, filed 22 Jan 2024.