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Tower View Wealth Management’s RTX Corp RTX Stock Holding History

Tower View 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
2023
Q3 		– Sell
-24,480
Closed -$2.4M – 190
2023
Q2 		$2.4M Buy
24,480
+97
+0.4% +$9.5K 1.63% 31
2023
Q1 		$2.39M Buy
24,383
+577
+2% +$56.8K 1.6% 30
2022
Q4 		$2.4M Buy
23,806
+18
+0.1% +$1.69K 1.67% 27
2022
Q3 		$1.95M Buy
23,788
+790
+3% +$71.5K 1.48% 30
2022
Q2 		$2.21M Buy
22,998
+15,282
+198% +$1.47M 1.62% 30
2022
Q1 		$764K Buy
+7,716
New +$731K 0.41% 55
2020
Q3 		– Sell
-60
Closed -$4K – 162
2020
Q2 		$4K Buy
+60
New +$3.74K ﹤0.01% 134
2020
Q1 		– Sell
-20,597
Closed -$1.94M – 133
2019
Q4 		$1.94M Sell
20,597
-15,554
-43% -$1.41M 1.47% 32
2019
Q3 		$3.11M Buy
36,151
+786
+2% +$65.3K 2.56% 10
2019
Q2 		$2.9M Buy
35,365
+453
+1% +$37.9K 2.47% 10
2019
Q1 		$2.83M Buy
34,912
+2,283
+7% +$173K 2.51% 11
2018
Q4 		$2.19M Buy
32,629
+2,899
+10% +$227K 2.26% 15
2018
Q3 		$2.62M Buy
29,730
+30
+0.1% +$2.52K 2.29% 14
2018
Q2 		$2.34M Buy
29,700
+558
+2% +$43.7K 2.2% 15
2018
Q1 		$2.31M Buy
29,142
+252
+0.9% +$20.8K 2.31% 13
2017
Q4 		$2.32M Buy
+28,890
New +$2.19M 2.14% 12

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Tower View Wealth Management's RTX Position: Q3 2023 in Review

Tower View Wealth Management sold out of RTX Corp (RTX) in Q3 2023, closing a stake of 24,480 shares — an estimated $2.4M sold.

Tower View Wealth Management first reported a position in RTX in Q4 2017 and held it in 16 quarters. The position peaked at $3.11M in Q3 2019. 2,291 funds tracked by Wall St. Rank hold RTX as of Q3 2023.

  • Tower View Wealth Management reported no remaining RTX Corp position as of Q3 2023 after selling out during the quarter.
  • Tower View Wealth Management sold 24,480 RTX Corp shares in Q3 2023, an estimated $2.4M.
  • Tower View Wealth Management first reported a position in RTX Corp in Q4 2017 and held it in 16 quarters.
  • Tower View Wealth Management's RTX Corp position peaked at $3.11M in Q3 2019.
  • 2,291 funds tracked by Wall St. Rank held RTX Corp as of Q3 2023.

Based on Tower View Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.