LPWM
RTN

Lake Point Wealth Management’s Raytheon Company RTN Stock Holding History

Lake Point Wealth Management’s Portfolio RTN Stock Details RTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$14K Sell
107
-142
-57% -$28.1K 0.01% 93
2019
Q4 		$55K Buy
+249
New +$52.6K 0.02% 113
2019
Q2 		$43K Hold
249
– – 0.01% 155
2019
Q1 		$43K Hold
249
– – 0.01% 155
2018
Q4 		$38K Buy
+249
New +$44.6K 0.01% 280

Other funds holding RTN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's RTN Position: Q1 2020 in Review

Lake Point Wealth Management reduced its Raytheon Company (RTN) stake by 57% in Q1 2020, selling an estimated $28.1K and leaving 107 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #93.

Lake Point Wealth Management first reported a position in RTN in Q4 2018 and has held it in 5 quarters since. The position peaked at $55K in Q4 2019. 1,310 funds tracked by Wall St. Rank hold RTN as of Q1 2020.

  • Lake Point Wealth Management held 107 shares of Raytheon Company worth $14K as of Q1 2020.
  • Lake Point Wealth Management sold 142 Raytheon Company shares in Q1 2020, an estimated $28.1K.
  • Raytheon Company made up 0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #93 holding.
  • Lake Point Wealth Management first reported a position in Raytheon Company in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Raytheon Company position peaked at $55K in Q4 2019.
  • 1,310 funds tracked by Wall St. Rank held Raytheon Company as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.