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Milestone Investment Advisors’s RTX Corp RTX Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-516
Closed -$37.1K – 380
2023
Q3 		$37.1K Buy
+516
New +$44.2K 0.01% 221
2023
Q2 		– Sell
-516
Closed -$50.5K – 378
2023
Q1 		$50.5K Buy
+516
New +$50.8K 0.02% 205

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Milestone Investment Advisors's RTX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of RTX Corp (RTX) in Q4 2023, closing a stake of 516 shares — an estimated $37.1K sold.

Milestone Investment Advisors first reported a position in RTX in Q1 2023 and held it in 2 quarters. The position peaked at $50.5K in Q1 2023. 2,416 funds tracked by Wall St. Rank hold RTX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining RTX Corp position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 516 RTX Corp shares in Q4 2023, an estimated $37.1K.
  • Milestone Investment Advisors first reported a position in RTX Corp in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's RTX Corp position peaked at $50.5K in Q1 2023.
  • 2,416 funds tracked by Wall St. Rank held RTX Corp as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.