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Primoris Wealth Advisors’s RTX Corp RTX Stock Holding History

Primoris Wealth Advisors’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
-8,264
Closed -$1M – 107
2024
Q3 		$1M Sell
8,264
-1,750
-17% -$200K 0.73% 42
2024
Q2 		$1.01M Buy
+10,014
New +$1.04M 0.8% 36

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 $295B AUM 31.6% 1-Year Est. Return

Primoris Wealth Advisors's RTX Position: Q4 2024 in Review

Primoris Wealth Advisors sold out of RTX Corp (RTX) in Q4 2024, closing a stake of 8,264 shares — an estimated $1M sold.

Primoris Wealth Advisors first reported a position in RTX in Q2 2024 and held it in 2 quarters. The position peaked at $1.01M in Q2 2024. 2,826 funds tracked by Wall St. Rank hold RTX as of Q4 2024.

  • Primoris Wealth Advisors reported no remaining RTX Corp position as of Q4 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 8,264 RTX Corp shares in Q4 2024, an estimated $1M.
  • Primoris Wealth Advisors first reported a position in RTX Corp in Q2 2024 and held it in 2 quarters.
  • Primoris Wealth Advisors's RTX Corp position peaked at $1.01M in Q2 2024.
  • 2,826 funds tracked by Wall St. Rank held RTX Corp as of Q4 2024.

Based on Primoris Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.