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Planning Capital Management Corporation’s RTX Corp RTX Stock Holding History

Planning Capital Management Corporation’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
Q3 		$80.6K Sell
665
-190
-22% -$21.7K 0.05% 147
2024
Q2 		$85.9K Hold
855
– – 0.06% 147
2024
Q1 		$83.3K Sell
855
-38
-4% -$3.43K 0.06% 147
2023
Q4 		$75.1K Buy
+893
New +$70.7K 0.06% 156

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Planning Capital Management Corporation's RTX Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its RTX Corp (RTX) stake by 22% in Q3 2024, selling an estimated $21.7K and leaving 665 shares worth $80.6K. The position accounts for 0.05% of the portfolio, ranked #147.

Planning Capital Management Corporation first reported a position in RTX in Q4 2023 and has held it in 4 quarters since. The position peaked at $85.9K in Q2 2024. 2,697 funds tracked by Wall St. Rank hold RTX as of Q3 2024.

  • Planning Capital Management Corporation held 665 shares of RTX Corp worth $80.6K as of Q3 2024.
  • Planning Capital Management Corporation sold 190 RTX Corp shares in Q3 2024, an estimated $21.7K.
  • RTX Corp made up 0.05% of Planning Capital Management Corporation's portfolio in Q3 2024, its #147 holding.
  • Planning Capital Management Corporation first reported a position in RTX Corp in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's RTX Corp position peaked at $85.9K in Q2 2024.
  • 2,697 funds tracked by Wall St. Rank held RTX Corp as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.