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ShoreHaven Wealth Partners’s RTX Corp RTX Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-2,554
Closed -$198K – 219
2021
Q1 		$198K Buy
2,554
+453
+22% +$33.1K 0.11% 53
2020
Q4 		$150K Buy
+2,101
New +$138K 0.08% 58

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Capital Research Global Investors
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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ShoreHaven Wealth Partners's RTX Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of RTX Corp (RTX) in Q2 2021, closing a stake of 2,554 shares — an estimated $198K sold.

ShoreHaven Wealth Partners first reported a position in RTX in Q4 2020 and held it in 2 quarters. The position peaked at $198K in Q1 2021. 2,078 funds tracked by Wall St. Rank hold RTX as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining RTX Corp position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 2,554 RTX Corp shares in Q2 2021, an estimated $198K.
  • ShoreHaven Wealth Partners first reported a position in RTX Corp in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's RTX Corp position peaked at $198K in Q1 2021.
  • 2,078 funds tracked by Wall St. Rank held RTX Corp as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.