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MPS Loria Financial Planners’s RTX Corp RTX Stock Holding History

MPS Loria Financial Planners’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
Q1 		– Sell
-4,392
Closed -$370K – 84
2023
Q4 		$370K Buy
4,392
+8
+0.2% +$633 0.13% 48
2023
Q3 		$315K Buy
4,384
+29
+0.7% +$2.48K 0.12% 53
2023
Q2 		$427K Sell
4,355
-66
-1% -$6.46K 0.16% 43
2023
Q1 		$433K Buy
4,421
+18
+0.4% +$1.77K 0.18% 42
2022
Q4 		$444K Sell
4,403
-18
-0.4% -$1.69K 0.2% 40
2022
Q3 		$362K Sell
4,421
-62
-1% -$5.61K 0.14% 46
2022
Q2 		$430K Sell
4,483
-1
-0% -$96 0.19% 42
2022
Q1 		$444K Hold
4,484
– – 0.19% 45
2021
Q4 		$385K Buy
+4,484
New +$391K 0.16% 50
2021
Q3 		– Sell
-4,500
Closed -$384K – 83
2021
Q2 		$384K Buy
4,500
+24
+0.5% +$2.02K 0.18% 46
2021
Q1 		$345K Hold
4,476
– – 0.16% 51
2020
Q4 		$306K Buy
4,476
+76
+2% +$5K 0.14% 56
2020
Q3 		$253K Hold
4,400
– – 0.13% 59
2020
Q2 		$271K Buy
+4,400
New +$275K 0.15% 52
2020
Q1 		– Sell
-6,992
Closed -$658K – 71
2019
Q4 		$658K Hold
6,992
– – 0.39% 28
2019
Q3 		$600K Hold
6,992
– – 0.39% 27
2019
Q2 		$572K Hold
6,992
– – 0.37% 29
2019
Q1 		$567K Hold
6,992
– – 0.38% 29
2018
Q4 		$468K Hold
6,992
– – 0.34% 34
2018
Q3 		$615K Hold
6,992
– – 0.38% 27
2018
Q2 		$550K Hold
6,992
– – 0.55% 28
2018
Q1 		$554K Buy
6,992
+318
+5% +$26.3K 0.39% 28
2017
Q4 		$536K Sell
6,674
-219
-3% -$16.6K 0.37% 32
2017
Q3 		$504K Hold
6,893
– – 0.36% 30
2017
Q2 		$503K Buy
+6,893
New +$516K 0.34% 32

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MPS Loria Financial Planners's RTX Position: Q1 2024 in Review

MPS Loria Financial Planners sold out of RTX Corp (RTX) in Q1 2024, closing a stake of 4,392 shares — an estimated $370K sold.

MPS Loria Financial Planners first reported a position in RTX in Q2 2017 and held it in 25 quarters. The position peaked at $658K in Q4 2019. 2,491 funds tracked by Wall St. Rank hold RTX as of Q1 2024.

  • MPS Loria Financial Planners reported no remaining RTX Corp position as of Q1 2024 after selling out during the quarter.
  • MPS Loria Financial Planners sold 4,392 RTX Corp shares in Q1 2024, an estimated $370K.
  • MPS Loria Financial Planners first reported a position in RTX Corp in Q2 2017 and held it in 25 quarters.
  • MPS Loria Financial Planners's RTX Corp position peaked at $658K in Q4 2019.
  • 2,491 funds tracked by Wall St. Rank held RTX Corp as of Q1 2024.

Based on MPS Loria Financial Planners's 13F filing for Q1 2024, filed 17 Apr 2024.