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Patriot Wealth Management’s RTX Corp RTX Stock Holding History

Patriot 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
2018
Q4 		$5.98M Sell
89,299
-5,463
-6% -$429K 0.88% 46
2018
Q3 		$8.34M Buy
94,762
+1,934
+2% +$162K 1.05% 41
2018
Q2 		$7.3M Buy
92,828
+1,438
+2% +$113K 1% 41
2018
Q1 		$7.24M Buy
91,390
+1,953
+2% +$161K 1.03% 33
2017
Q4 		$7.18M Buy
89,437
+1,597
+2% +$121K 1.02% 36
2017
Q3 		$6.42M Sell
87,840
-2,515
-3% -$186K 1.04% 34
2017
Q2 		$6.94M Buy
90,355
+2,684
+3% +$201K 1.16% 30
2017
Q1 		$6.19M Buy
87,671
+2,256
+3% +$158K 0.99% 37
2016
Q4 		$5.89M Sell
85,415
-264
-0.3% -$17.5K 1.11% 35
2016
Q3 		$5.48M Buy
+85,679
New +$5.68M 1.06% 36
2015
Q2 		– Sell
-2,860
Closed -$211K – 67
2015
Q1 		$211K Buy
+2,860
New +$214K 0.05% 63

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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