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LGT Financial Advisors’s RTX Corp RTX Stock Holding History

LGT 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
Q3 		– Sell
-124
Closed -$12.4K – 777
2024
Q2 		$12.4K Sell
124
-3,611
-97% -$373K 0.03% 419
2024
Q1 		$364K Hold
3,735
– – 0.42% 48
2023
Q4 		$314K Sell
3,735
-5
-0.1% -$396 0.38% 54
2023
Q3 		$269K Sell
3,740
-136
-4% -$11.6K 0.34% 64
2023
Q2 		$380K Buy
+3,876
New +$379K 0.4% 73

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LGT Financial Advisors's RTX Position: Q3 2024 in Review

LGT Financial Advisors sold out of RTX Corp (RTX) in Q3 2024, closing a stake of 124 shares — an estimated $12.4K sold.

LGT Financial Advisors first reported a position in RTX in Q2 2023 and held it in 5 quarters. The position peaked at $380K in Q2 2023. 2,696 funds tracked by Wall St. Rank hold RTX as of Q3 2024.

  • LGT Financial Advisors reported no remaining RTX Corp position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 124 RTX Corp shares in Q3 2024, an estimated $12.4K.
  • LGT Financial Advisors first reported a position in RTX Corp in Q2 2023 and held it in 5 quarters.
  • LGT Financial Advisors's RTX Corp position peaked at $380K in Q2 2023.
  • 2,696 funds tracked by Wall St. Rank held RTX Corp as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.