LWM
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Loveless Wealth Management’s RTX Corp RTX Stock Holding History

Loveless 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
2021
Q4 		– Sell
-3,628
Closed -$312K – 133
2021
Q3 		$312K Buy
3,628
+405
+13% +$34.6K 0.19% 112
2021
Q2 		$275K Sell
3,223
-65
-2% -$5.47K 0.17% 113
2021
Q1 		$254K Buy
3,288
+85
+3% +$6.2K 0.17% 111
2020
Q4 		$229K Buy
+3,203
New +$211K 0.17% 113
2020
Q3 		– Sell
-3,553
Closed -$219K – 118
2020
Q2 		$219K Buy
+3,553
New +$222K 0.2% 104

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Loveless Wealth Management's RTX Position: Q4 2021 in Review

Loveless Wealth Management sold out of RTX Corp (RTX) in Q4 2021, closing a stake of 3,628 shares — an estimated $312K sold.

Loveless Wealth Management first reported a position in RTX in Q2 2020 and held it in 5 quarters. The position peaked at $312K in Q3 2021. 2,188 funds tracked by Wall St. Rank hold RTX as of Q4 2021.

  • Loveless Wealth Management reported no remaining RTX Corp position as of Q4 2021 after selling out during the quarter.
  • Loveless Wealth Management sold 3,628 RTX Corp shares in Q4 2021, an estimated $312K.
  • Loveless Wealth Management first reported a position in RTX Corp in Q2 2020 and held it in 5 quarters.
  • Loveless Wealth Management's RTX Corp position peaked at $312K in Q3 2021.
  • 2,188 funds tracked by Wall St. Rank held RTX Corp as of Q4 2021.

Based on Loveless Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.