Lumature Wealth Partners’s RTX Corp RTX Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$51.2K	Sell	523 -38	-7%	-$3.72K	0.03%	222
2023 Q1	$54.9K	Sell	561 -13	-2%	-$1.28K	0.03%	213
2022 Q4	$57.9K	Sell	574 -118	-17%	-$11.1K	0.03%	211
2022 Q3	$57K	Hold	692	–	–	0.03%	222
2022 Q2	$67K	Sell	692 -237	-26%	-$22.8K	0.03%	225
2022 Q1	$92K	Sell	929 -51	-5%	-$4.83K	0.04%	217
2021 Q4	$84K	Sell	980 -107	-10%	-$9.32K	0.03%	198
2021 Q3	$93K	Sell	1,087 -221	-17%	-$18.9K	0.04%	185
2021 Q2	$112K	Sell	1,308 -270	-17%	-$22.7K	0.05%	172
2021 Q1	$122K	Sell	1,578 -4,791	-75%	-$350K	0.06%	157
2020 Q4	$455K	Buy	+6,369	New	+$419K	0.43%	68

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lumature Wealth Partners's RTX Position: Q2 2023 in Review

Lumature Wealth Partners reduced its RTX Corp (RTX) stake by 6.8% in Q2 2023, selling an estimated $3.72K and leaving 523 shares worth $51.2K. The position accounts for 0.03% of the portfolio, ranked #222.

Lumature Wealth Partners first reported a position in RTX in Q4 2020 and has held it in 11 quarters since. The position peaked at $455K in Q4 2020. 2,457 funds tracked by Wall St. Rank hold RTX as of Q2 2023.

Lumature Wealth Partners held 523 shares of RTX Corp worth $51.2K as of Q2 2023.
Lumature Wealth Partners sold 38 RTX Corp shares in Q2 2023, an estimated $3.72K.
RTX Corp made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #222 holding.
Lumature Wealth Partners first reported a position in RTX Corp in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's RTX Corp position peaked at $455K in Q4 2020.
2,457 funds tracked by Wall St. Rank held RTX Corp as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.