SIMA Wealth Partners’s RTX Corp RTX Stock Holding History

SIMA 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
2024 Q3	–	Sell	-17	Closed	-$1.71K	–	165
2024 Q2	$1.71K	Buy	+17	New	+$1.76K	﹤0.01%	153

Other funds holding RTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SIMA Wealth Partners's RTX Position: Q3 2024 in Review

SIMA Wealth Partners sold out of RTX Corp (RTX) in Q3 2024, closing a stake of 17 shares — an estimated $1.71K sold.

SIMA Wealth Partners first reported a position in RTX in Q2 2024 and held it in 1 quarter. The position peaked at $1.71K in Q2 2024. 2,696 funds tracked by Wall St. Rank hold RTX as of Q3 2024.

SIMA Wealth Partners reported no remaining RTX Corp position as of Q3 2024 after selling out during the quarter.
SIMA Wealth Partners sold 17 RTX Corp shares in Q3 2024, an estimated $1.71K.
SIMA Wealth Partners first reported a position in RTX Corp in Q2 2024 and held it in 1 quarter.
SIMA Wealth Partners's RTX Corp position peaked at $1.71K in Q2 2024.
2,696 funds tracked by Wall St. Rank held RTX Corp as of Q3 2024.

Based on SIMA Wealth Partners's 13F filing for Q3 2024, filed 15 Jun 2026.