Walled Lake Planning & Wealth Management’s RTX Corp RTX Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-182	Closed	-$16K	–	274
2021 Q3	$16K	Hold	182	–	–	0.01%	236
2021 Q2	$16K	Buy	182 +1	+0.6%	+$84	0.01%	219
2021 Q1	$14K	Sell	181 -28	-13%	-$2.04K	0.01%	222
2020 Q4	$15K	Sell	209 -43	-17%	-$2.83K	0.01%	199
2020 Q3	$14K	Buy	252 +2	+0.8%	+$122	0.01%	199
2020 Q2	$15K	Buy	250 +206	+468%	+$12.9K	0.01%	176
2020 Q1	$3K	Buy	+44	New	+$3.72K	﹤0.01%	264

Other funds holding RTX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Walled Lake Planning & Wealth Management's RTX Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of RTX Corp (RTX) in Q4 2021, closing a stake of 182 shares — an estimated $16K sold.

Walled Lake Planning & Wealth Management first reported a position in RTX in Q1 2020 and held it in 7 quarters. The position peaked at $16K in Q3 2021. 2,188 funds tracked by Wall St. Rank hold RTX as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining RTX Corp position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 182 RTX Corp shares in Q4 2021, an estimated $16K.
Walled Lake Planning & Wealth Management first reported a position in RTX Corp in Q1 2020 and held it in 7 quarters.
Walled Lake Planning & Wealth Management's RTX Corp position peaked at $16K in Q3 2021.
2,188 funds tracked by Wall St. Rank held RTX Corp as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.