LifePlan Financial Group’s RTX Corp RTX Stock Holding History

LifePlan Financial 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
2020 Q3	$35K	Hold	614	–	–	0.02%	277
2020 Q2	$38K	Buy	614 +314	+105%	+$19.6K	0.02%	268
2020 Q1	$18K	Sell	300 -10	-3%	-$846	0.01%	328
2019 Q4	$29K	Hold	310	–	–	0.01%	303
2019 Q3	$27K	Hold	310	–	–	0.01%	308
2019 Q2	$25K	Hold	310	–	–	0.01%	315
2019 Q1	$25K	Sell	310 -16	-5%	-$1.22K	0.01%	326
2018 Q4	$22K	Buy	326 +16	+5%	+$1.25K	0.01%	321
2018 Q3	$27K	Hold	310	–	–	0.01%	307
2018 Q2	$24K	Hold	310	–	–	0.01%	317
2018 Q1	$25K	Buy	+310	New	+$25.6K	0.01%	295
2014 Q2	–	Sell	-119	Closed	-$9K	–	184
2014 Q1	$9K	Buy	+119	New	+$8.55K	0.01%	185

Other funds holding RTX

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

LifePlan Financial Group's RTX Position: Q3 2020 in Review

LifePlan Financial Group held its RTX Corp (RTX) position steady in Q3 2020 at 614 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #277.

LifePlan Financial Group first reported a position in RTX in Q1 2014 and has held it in 12 quarters since. The position peaked at $38K in Q2 2020. 1,854 funds tracked by Wall St. Rank hold RTX as of Q3 2020.

LifePlan Financial Group held 614 shares of RTX Corp worth $35K as of Q3 2020.
LifePlan Financial Group left its RTX Corp share count unchanged in Q3 2020.
RTX Corp made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #277 holding.
LifePlan Financial Group first reported a position in RTX Corp in Q1 2014 and has held it in 12 quarters since.
LifePlan Financial Group's RTX Corp position peaked at $38K in Q2 2020.
1,854 funds tracked by Wall St. Rank held RTX Corp as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.