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Steward Partners Investment Solutions’s RTX Corp RTX Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$409K Sell
4,195
-408
-9% -$36.8K 0.07% 176
2023
Q4 		$387K Buy
+4,603
New +$364K 0.16% 105

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Partners Investment Solutions's RTX Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its RTX Corp (RTX) stake by 8.9% in Q1 2024, selling an estimated $36.8K and leaving 4,195 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #176.

Steward Partners Investment Solutions first reported a position in RTX in Q4 2023 and has held it in 2 quarters since. 2,491 funds tracked by Wall St. Rank hold RTX as of Q1 2024.

  • Steward Partners Investment Solutions held 4,195 shares of RTX Corp worth $409K as of Q1 2024.
  • Steward Partners Investment Solutions sold 408 RTX Corp shares in Q1 2024, an estimated $36.8K.
  • RTX Corp made up 0.07% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #176 holding.
  • Steward Partners Investment Solutions first reported a position in RTX Corp in Q4 2023 and has held it in 2 quarters since.
  • 2,491 funds tracked by Wall St. Rank held RTX Corp as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.