Planned Solutions’s RTX Corp RTX Stock Holding History

Planned Solutions’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 Q4	–	Sell	-356	Closed	-$43.1K	–	524
2024 Q3	$43.1K	Buy	+356	New	+$40.6K	0.02%	317
2024 Q1	–	Sell	-356	Closed	-$30K	–	452
2023 Q4	$30K	Buy	+356	New	+$28.2K	0.01%	341
2021 Q1	–	Sell	-425	Closed	-$30K	–	336
2020 Q4	$30K	Hold	425	–	–	0.02%	252
2020 Q3	$24K	Buy	+425	New	+$25.9K	0.02%	205

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Planned Solutions's RTX Position: Q4 2024 in Review

Planned Solutions sold out of RTX Corp (RTX) in Q4 2024, closing a stake of 356 shares — an estimated $43.1K sold.

Planned Solutions first reported a position in RTX in Q3 2020 and held it in 4 quarters. The position peaked at $43.1K in Q3 2024. 2,826 funds tracked by Wall St. Rank hold RTX as of Q4 2024.

Planned Solutions reported no remaining RTX Corp position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 356 RTX Corp shares in Q4 2024, an estimated $43.1K.
Planned Solutions first reported a position in RTX Corp in Q3 2020 and held it in 4 quarters.
Planned Solutions's RTX Corp position peaked at $43.1K in Q3 2024.
2,826 funds tracked by Wall St. Rank held RTX Corp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.