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Sugarloaf Wealth Management’s RTX Corp RTX Stock Holding History

Sugarloaf 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
2024
Q4 		$130K Hold
1,120
– – 0.02% 213
2024
Q3 		$136K Hold
1,120
– – 0.03% 208
2024
Q2 		$112K Sell
1,120
-324
-22% -$33.5K 0.02% 219
2024
Q1 		$141K Sell
1,444
-20
-1% -$1.8K 0.03% 197
2023
Q4 		$123K Buy
1,464
+2
+0.1% +$158 0.03% 200
2023
Q3 		$105K Sell
1,462
-49
-3% -$4.2K 0.03% 205
2023
Q2 		$148K Sell
1,511
-21
-1% -$2.06K 0.03% 170
2023
Q1 		$150K Sell
1,532
-158
-9% -$15.6K 0.04% 161
2022
Q4 		$171K Buy
1,690
+154
+10% +$14.5K 0.04% 145
2022
Q3 		$126K Sell
1,536
-231
-13% -$20.9K 0.03% 175
2022
Q2 		$170K Buy
1,767
+305
+21% +$29.3K 0.04% 138
2022
Q1 		$145K Buy
1,462
+42
+3% +$3.98K 0.03% 154
2021
Q4 		$122K Buy
1,420
+2
+0.1% +$174 0.03% 175
2021
Q3 		$122K Buy
1,418
+3
+0.2% +$257 0.03% 169
2021
Q2 		$121K Sell
1,415
-105
-7% -$8.84K 0.03% 166
2021
Q1 		$109 Buy
1,520
+109
+8% +$7.96K 0.03% 176
2020
Q4 		$101K Sell
1,411
-97
-6% -$6.38K 0.03% 174
2020
Q3 		$87K Buy
1,508
+103
+7% +$6.27K 0.03% 171
2020
Q2 		$87K Sell
1,405
-624
-31% -$38.9K 0.03% 176
2020
Q1 		$120K Buy
2,029
+3
+0.1% +$254 0.05% 139
2019
Q4 		$191K Buy
+2,026
New +$184K 0.08% 120

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sugarloaf Wealth Management's RTX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its RTX Corp (RTX) position steady in Q4 2024 at 1,120 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #213.

Sugarloaf Wealth Management first reported a position in RTX in Q4 2019 and has held it in 21 quarters since. The position peaked at $191K in Q4 2019. 2,826 funds tracked by Wall St. Rank hold RTX as of Q4 2024.

  • Sugarloaf Wealth Management held 1,120 shares of RTX Corp worth $130K as of Q4 2024.
  • Sugarloaf Wealth Management left its RTX Corp share count unchanged in Q4 2024.
  • RTX Corp made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #213 holding.
  • Sugarloaf Wealth Management first reported a position in RTX Corp in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's RTX Corp position peaked at $191K in Q4 2019.
  • 2,826 funds tracked by Wall St. Rank held RTX Corp as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.