WEPOG
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Wealth Enhancement & Preservation of GA’s RTX Corp RTX Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q2 		– Sell
-10,956
Closed -$614K – 49
2020
Q1 		$614K Sell
10,956
-7,549
-41% -$639K 0.58% 35
2019
Q4 		$1.73M Buy
+18,505
New +$1.68M 0.88% 19

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Wealth Enhancement & Preservation of GA's RTX Position: Q2 2020 in Review

Wealth Enhancement & Preservation of GA sold out of RTX Corp (RTX) in Q2 2020, closing a stake of 10,956 shares — an estimated $614K sold.

Wealth Enhancement & Preservation of GA first reported a position in RTX in Q4 2019 and held it in 2 quarters. The position peaked at $1.73M in Q4 2019. 1,855 funds tracked by Wall St. Rank hold RTX as of Q2 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining RTX Corp position as of Q2 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 10,956 RTX Corp shares in Q2 2020, an estimated $614K.
  • Wealth Enhancement & Preservation of GA first reported a position in RTX Corp in Q4 2019 and held it in 2 quarters.
  • Wealth Enhancement & Preservation of GA's RTX Corp position peaked at $1.73M in Q4 2019.
  • 1,855 funds tracked by Wall St. Rank held RTX Corp as of Q2 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2020, filed 8 Sep 2020.