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Lake Point Wealth Management’s RTX Corp RTX Stock Holding History

Lake Point Wealth 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
2022
Q2 		$58K Hold
600
– – 0.03% 60
2022
Q1 		$59K Hold
600
– – 0.03% 62
2021
Q4 		$52K Hold
600
– – 0.02% 72
2021
Q3 		$52K Hold
600
– – 0.02% 61
2021
Q2 		$51K Buy
+600
New +$50.5K 0.02% 63

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Lake Point Wealth Management's RTX Position: Q2 2022 in Review

Lake Point Wealth Management held its RTX Corp (RTX) position steady in Q2 2022 at 600 shares worth $58K. The position accounts for 0.03% of the portfolio, ranked #60.

Lake Point Wealth Management first reported a position in RTX in Q2 2021 and has held it in 5 quarters since. The position peaked at $59K in Q1 2022. 2,288 funds tracked by Wall St. Rank hold RTX as of Q2 2022.

  • Lake Point Wealth Management held 600 shares of RTX Corp worth $58K as of Q2 2022.
  • Lake Point Wealth Management left its RTX Corp share count unchanged in Q2 2022.
  • RTX Corp made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #60 holding.
  • Lake Point Wealth Management first reported a position in RTX Corp in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's RTX Corp position peaked at $59K in Q1 2022.
  • 2,288 funds tracked by Wall St. Rank held RTX Corp as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.