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SVA Wealth Management’s RTX Corp RTX Stock Holding History

SVA 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
2020
Q4 		$552K Sell
7,717
-15
-0.2% -$986 0.05% 155
2020
Q3 		$445K Sell
7,732
-815
-10% -$49.6K 0.04% 160
2020
Q2 		$527K Buy
+8,547
New +$533K 0.06% 143
2020
Q1 		– Sell
-2,188
Closed -$206K – 207
2019
Q4 		$206K Sell
2,188
-807
-27% -$73.2K 0.02% 200
2019
Q3 		$257K Buy
2,995
+25
+0.8% +$2.08K 0.03% 183
2019
Q2 		$243K Buy
2,970
+164
+6% +$13.7K 0.02% 192
2019
Q1 		$228K Buy
+2,806
New +$213K 0.02% 196
2018
Q4 		– Sell
-2,971
Closed -$262K – 216
2018
Q3 		$262K Sell
2,971
-196
-6% -$16.5K 0.03% 193
2018
Q2 		$249K Sell
3,167
-1,525
-33% -$119K 0.03% 195
2018
Q1 		$343K Buy
4,692
+1,740
+59% +$144K 0.04% 166
2017
Q4 		$237K Sell
2,952
-1,740
-37% -$132K 0.03% 192
2017
Q3 		$343K Buy
4,692
+557
+13% +$41.2K 0.04% 166
2017
Q2 		$318K Buy
4,135
+1,114
+37% +$83.4K 0.04% 161
2017
Q1 		$213K Sell
3,021
-473
-14% -$33.2K 0.03% 184
2016
Q4 		$241K Buy
3,494
+1
+0% +$66 0.04% 181
2016
Q3 		$223K Sell
3,493
-519
-13% -$34.4K 0.03% 186
2016
Q2 		$259K Buy
4,012
+97
+2% +$6.21K 0.04% 176
2016
Q1 		$247K Buy
3,915
+174
+5% +$10.1K 0.04% 180
2015
Q4 		$226K Sell
3,741
-332
-8% -$20.1K 0.04% 198
2015
Q3 		$228K Buy
4,073
+388
+11% +$23.9K 0.04% 190
2015
Q2 		$257K Sell
3,685
-268
-7% -$19.7K 0.05% 186
2015
Q1 		$292K Buy
+3,953
New +$295K 0.05% 180
2014
Q3 		– Sell
-3,510
Closed -$255K – 163
2014
Q2 		$255K Buy
3,510
+635
+22% +$46.8K 0.11% 140
2014
Q1 		$211K Buy
+2,875
New +$207K 0.1% 146

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

SVA Wealth Management's RTX Position: Q4 2020 in Review

SVA Wealth Management reduced its RTX Corp (RTX) stake by 0.19% in Q4 2020, selling an estimated $986 and leaving 7,717 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #155.

SVA Wealth Management first reported a position in RTX in Q1 2014 and has held it in 24 quarters since. 2,024 funds tracked by Wall St. Rank hold RTX as of Q4 2020.

  • SVA Wealth Management held 7,717 shares of RTX Corp worth $552K as of Q4 2020.
  • SVA Wealth Management sold 15 RTX Corp shares in Q4 2020, an estimated $986.
  • RTX Corp made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #155 holding.
  • SVA Wealth Management first reported a position in RTX Corp in Q1 2014 and has held it in 24 quarters since.
  • 2,024 funds tracked by Wall St. Rank held RTX Corp as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.