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Professional Planning’s RTX Corp RTX Stock Holding History

Professional Planning’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
2021
Q3 		$351K Sell
4,087
-156
-4% -$13.3K 0.17% 91
2021
Q2 		$361K Sell
4,243
-682
-14% -$57.4K 0.17% 89
2021
Q1 		$380K Sell
4,925
-823
-14% -$60.1K 0.19% 82
2020
Q4 		$411K Buy
+5,748
New +$378K 0.17% 84
2020
Q3 		– Sell
-8,337
Closed -$514K – 89
2020
Q2 		$514K Buy
+8,337
New +$520K 0.27% 67

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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Professional Planning's RTX Position: Q3 2021 in Review

Professional Planning reduced its RTX Corp (RTX) stake by 3.7% in Q3 2021, selling an estimated $13.3K and leaving 4,087 shares worth $351K. The position accounts for 0.17% of the portfolio, ranked #91.

Professional Planning first reported a position in RTX in Q2 2020 and has held it in 5 quarters since. The position peaked at $514K in Q2 2020. 2,044 funds tracked by Wall St. Rank hold RTX as of Q3 2021.

  • Professional Planning held 4,087 shares of RTX Corp worth $351K as of Q3 2021.
  • Professional Planning sold 156 RTX Corp shares in Q3 2021, an estimated $13.3K.
  • RTX Corp made up 0.17% of Professional Planning's portfolio in Q3 2021, its #91 holding.
  • Professional Planning first reported a position in RTX Corp in Q2 2020 and has held it in 5 quarters since.
  • Professional Planning's RTX Corp position peaked at $514K in Q2 2020.
  • 2,044 funds tracked by Wall St. Rank held RTX Corp as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.