Level Financial Advisors’s RTX Corp RTX Stock Holding History

Level Financial Advisors’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
2024 Q1	–	Sell	-540	Closed	-$45.4K	–	214
2023 Q4	$45.4K	Buy	540 +2	+0.4%	+$158	0.02%	122
2023 Q3	$38.7K	Sell	538 -35	-6%	-$3K	0.02%	122
2023 Q2	$56.1K	Buy	573 +52	+10%	+$5.09K	0.03%	105
2023 Q1	$51K	Sell	521 -24	-4%	-$2.36K	0.03%	98
2022 Q4	$55K	Buy	545 +26	+5%	+$2.45K	0.04%	90
2022 Q3	$42K	Sell	519 -133	-20%	-$12K	0.03%	103
2022 Q2	$63K	Buy	652 +1	+0.2%	+$96	0.05%	88
2022 Q1	$64K	Buy	651 +1	+0.2%	+$95	0.05%	77
2021 Q4	$56K	Buy	+650	New	+$56.6K	0.04%	88

Other funds holding RTX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Level Financial Advisors's RTX Position: Q1 2024 in Review

Level Financial Advisors sold out of RTX Corp (RTX) in Q1 2024, closing a stake of 540 shares — an estimated $45.4K sold.

Level Financial Advisors first reported a position in RTX in Q4 2021 and held it in 9 quarters. The position peaked at $64K in Q1 2022. 2,490 funds tracked by Wall St. Rank hold RTX as of Q1 2024.

Level Financial Advisors reported no remaining RTX Corp position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 540 RTX Corp shares in Q1 2024, an estimated $45.4K.
Level Financial Advisors first reported a position in RTX Corp in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's RTX Corp position peaked at $64K in Q1 2022.
2,490 funds tracked by Wall St. Rank held RTX Corp as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.