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NEIRG Wealth Management’s RTX Corp RTX Stock Holding History

NEIRG 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
2023
Q2 		– Sell
-16,401
Closed -$1.61M – 158
2023
Q1 		$1.61M Sell
16,401
-46
-0.3% -$4.53K 0.28% 73
2022
Q4 		$1.66M Buy
16,447
+383
+2% +$36K 0.31% 73
2022
Q3 		$1.31M Sell
16,064
-448
-3% -$40.5K 0.26% 79
2022
Q2 		$1.59M Buy
16,512
+321
+2% +$30.9K 0.35% 74
2022
Q1 		$1.6M Buy
+16,191
New +$1.53M 0.31% 63

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NEIRG Wealth Management's RTX Position: Q2 2023 in Review

NEIRG Wealth Management sold out of RTX Corp (RTX) in Q2 2023, closing a stake of 16,401 shares — an estimated $1.61M sold.

NEIRG Wealth Management first reported a position in RTX in Q1 2022 and held it in 5 quarters. The position peaked at $1.66M in Q4 2022. 2,458 funds tracked by Wall St. Rank hold RTX as of Q2 2023.

  • NEIRG Wealth Management reported no remaining RTX Corp position as of Q2 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 16,401 RTX Corp shares in Q2 2023, an estimated $1.61M.
  • NEIRG Wealth Management first reported a position in RTX Corp in Q1 2022 and held it in 5 quarters.
  • NEIRG Wealth Management's RTX Corp position peaked at $1.66M in Q4 2022.
  • 2,458 funds tracked by Wall St. Rank held RTX Corp as of Q2 2023.

Based on NEIRG Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.