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WealthPlan Investment Management’s RTX Corp RTX Stock Holding History

WealthPlan Investment 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
-188
Closed -$18.4K – 310
2023
Q2 		$18.4K Buy
+188
New +$18.4K 0.01% 244
2023
Q1 		– Sell
-3,901
Closed -$392K – 541
2022
Q4 		$392K Buy
3,901
+729
+23% +$68.6K 0.03% 279
2022
Q3 		$314K Buy
+3,172
New +$287K 0.02% 298
2022
Q1 		$292K Buy
+3,075
New +$291K 0.02% 318

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

WealthPlan Investment Management's RTX Position: Q3 2023 in Review

WealthPlan Investment Management sold out of RTX Corp (RTX) in Q3 2023, closing a stake of 188 shares — an estimated $18.4K sold.

WealthPlan Investment Management first reported a position in RTX in Q1 2022 and held it in 4 quarters. The position peaked at $392K in Q4 2022. 2,292 funds tracked by Wall St. Rank hold RTX as of Q3 2023.

  • WealthPlan Investment Management reported no remaining RTX Corp position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 188 RTX Corp shares in Q3 2023, an estimated $18.4K.
  • WealthPlan Investment Management first reported a position in RTX Corp in Q1 2022 and held it in 4 quarters.
  • WealthPlan Investment Management's RTX Corp position peaked at $392K in Q4 2022.
  • 2,292 funds tracked by Wall St. Rank held RTX Corp as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.