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Vontobel Swiss Wealth Advisors’s RTX Corp RTX Stock Holding History

Vontobel Swiss 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
2020
Q3 		– Sell
-3,500
Closed -$216K – 81
2020
Q2 		$216K Sell
3,500
-2,062
-37% -$129K 0.14% 77
2020
Q1 		$330K Hold
5,562
– – 0.25% 65
2019
Q4 		$524K Hold
5,562
– – 0.34% 62
2019
Q3 		$478K Hold
5,562
– – 0.31% 68
2019
Q2 		$456K Buy
+5,562
New +$465K 0.24% 80

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's RTX Position: Q3 2020 in Review

Vontobel Swiss Wealth Advisors sold out of RTX Corp (RTX) in Q3 2020, closing a stake of 3,500 shares — an estimated $216K sold.

Vontobel Swiss Wealth Advisors first reported a position in RTX in Q2 2019 and held it in 5 quarters. The position peaked at $524K in Q4 2019. 1,854 funds tracked by Wall St. Rank hold RTX as of Q3 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining RTX Corp position as of Q3 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 3,500 RTX Corp shares in Q3 2020, an estimated $216K.
  • Vontobel Swiss Wealth Advisors first reported a position in RTX Corp in Q2 2019 and held it in 5 quarters.
  • Vontobel Swiss Wealth Advisors's RTX Corp position peaked at $524K in Q4 2019.
  • 1,854 funds tracked by Wall St. Rank held RTX Corp as of Q3 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.