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SYSTM Wealth Solutions’s RTX Corp RTX Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-8,203
Closed -$823K – 518
2024
Q2 		$823K Sell
8,203
-613
-7% -$63.4K 0.18% 121
2024
Q1 		$860K Sell
8,816
-3,093
-26% -$279K 0.11% 221
2023
Q4 		$1M Sell
11,909
-4,065
-25% -$322K 0.14% 195
2023
Q3 		$1.15M Buy
+15,974
New +$1.37M 0.18% 156
2023
Q2 		– Sell
-13,219
Closed -$1.29M – 518
2023
Q1 		$1.29M Sell
13,219
-2,043
-13% -$201K 0.2% 141
2022
Q4 		$1.54M Buy
+15,262
New +$1.44M 0.19% 149

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

SYSTM Wealth Solutions's RTX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of RTX Corp (RTX) in Q3 2024, closing a stake of 8,203 shares — an estimated $823K sold.

SYSTM Wealth Solutions first reported a position in RTX in Q4 2022 and held it in 6 quarters. The position peaked at $1.54M in Q4 2022. 2,696 funds tracked by Wall St. Rank hold RTX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining RTX Corp position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,203 RTX Corp shares in Q3 2024, an estimated $823K.
  • SYSTM Wealth Solutions first reported a position in RTX Corp in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's RTX Corp position peaked at $1.54M in Q4 2022.
  • 2,696 funds tracked by Wall St. Rank held RTX Corp as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.