Selective Wealth Management’s RTX Corp RTX Stock Holding History

Selective 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
2022 Q4	–	Sell	-202	Closed	-$17K	–	601
2022 Q3	$17K	Sell	202 -366	-64%	-$33.1K	0.01%	452
2022 Q2	$55K	Hold	568	–	–	0.02%	308
2022 Q1	$56K	Hold	568	–	–	0.02%	286
2021 Q4	$49K	Hold	568	–	–	0.02%	273
2021 Q3	$49K	Sell	568 -147	-21%	-$12.6K	0.03%	256
2021 Q2	$61K	Hold	715	–	–	0.05%	171
2021 Q1	$55K	Hold	715	–	–	0.05%	120
2020 Q4	$51K	Hold	715	–	–	0.03%	109
2020 Q3	$41K	Sell	715 -53	-7%	-$3.23K	0.03%	108
2020 Q2	$47K	Buy	768 +658	+598%	+$41.1K	0.04%	110
2020 Q1	$7K	Hold	110	–	–	0.01%	179
2019 Q4	$10K	Hold	110	–	–	0.01%	162
2019 Q3	$9K	Buy	+110	New	+$9.13K	0.01%	175

Other funds holding RTX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Selective Wealth Management's RTX Position: Q4 2022 in Review

Selective Wealth Management sold out of RTX Corp (RTX) in Q4 2022, closing a stake of 202 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in RTX in Q3 2019 and held it in 13 quarters. The position peaked at $61K in Q2 2021. 2,414 funds tracked by Wall St. Rank hold RTX as of Q4 2022.

Selective Wealth Management reported no remaining RTX Corp position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 202 RTX Corp shares in Q4 2022, an estimated $17K.
Selective Wealth Management first reported a position in RTX Corp in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's RTX Corp position peaked at $61K in Q2 2021.
2,414 funds tracked by Wall St. Rank held RTX Corp as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.