Tandem Wealth Advisors’s RTX Corp RTX Stock Holding History

Tandem Wealth Advisors’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
2023 Q1	–	Sell	-2,233	Closed	-$225K	–	71
2022 Q4	$225K	Buy	+2,233	New	+$210K	0.14%	44

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Tandem Wealth Advisors's RTX Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of RTX Corp (RTX) in Q1 2023, closing a stake of 2,233 shares — an estimated $225K sold.

Tandem Wealth Advisors first reported a position in RTX in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 2,417 funds tracked by Wall St. Rank hold RTX as of Q1 2023.

Tandem Wealth Advisors reported no remaining RTX Corp position as of Q1 2023 after selling out during the quarter.
Tandem Wealth Advisors sold 2,233 RTX Corp shares in Q1 2023, an estimated $225K.
Tandem Wealth Advisors first reported a position in RTX Corp in Q4 2022 and held it in 1 quarter.
Tandem Wealth Advisors's RTX Corp position peaked at $225K in Q4 2022.
2,417 funds tracked by Wall St. Rank held RTX Corp as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.