WP
RTN

WealthPLAN Partners’s Raytheon Company RTN Stock Holding History

WealthPLAN Partners’s Portfolio RTN Stock Details RTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,365
Closed -$245K – 357
2020
Q4 		$245K Buy
+3,365
New +$245K 0.02% 294
2020
Q3 		– Sell
-4,153
Closed -$263K – 339
2020
Q2 		$263K Buy
+4,153
New +$497K 0.03% 261
2019
Q2 		– Sell
-1,785
Closed -$317K – 282
2019
Q1 		$317K Sell
1,785
-46
-3% -$8.02K 0.05% 193
2018
Q4 		$338K Buy
1,831
+216
+13% +$38.7K 0.05% 184
2018
Q3 		$282K Buy
1,615
+301
+23% +$59.9K 0.05% 197
2018
Q2 		$254K Sell
1,314
-82
-6% -$17.2K 0.05% 211
2018
Q1 		$301K Buy
+1,396
New +$289K 0.07% 206
2016
Q3 		$4.12K Sell
30
-169
-85% -$23.5K ﹤0.01% 758
2016
Q2 		$4.1K Buy
+199
New +$25.9K ﹤0.01% 2053
2015
Q4 		$3.74K Buy
+30
New +$3.61K ﹤0.01% 1401
2015
Q2 		– Sell
-176
Closed -$19K – 529
2015
Q1 		$19K Buy
+176
New +$18.9K 0.01% 322

Other funds holding RTN

VW
Vantage Wealth Pasadena, California $463M AUM 18.98% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
BKA
Brick & Kyle Associates Newtown, Pennsylvania $303M AUM 26.39% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $475M AUM 18.5% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $384M AUM 11.74% 1-Year Est. Return
CCC
Chelsea Counsel Company Los Angeles, California $225M AUM 45.99% 1-Year Est. Return

WealthPLAN Partners's RTN Position: Q1 2021 in Review

WealthPLAN Partners sold out of Raytheon Company (RTN) in Q1 2021, closing a stake of 3,365 shares — an estimated $245K sold.

WealthPLAN Partners first reported a position in RTN in Q1 2015 and held it in 11 quarters. The position peaked at $338K in Q4 2018. 23 funds tracked by Wall St. Rank hold RTN as of Q1 2021.

  • WealthPLAN Partners reported no remaining Raytheon Company position as of Q1 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 3,365 Raytheon Company shares in Q1 2021, an estimated $245K.
  • WealthPLAN Partners first reported a position in Raytheon Company in Q1 2015 and held it in 11 quarters.
  • WealthPLAN Partners's Raytheon Company position peaked at $338K in Q4 2018.
  • 23 funds tracked by Wall St. Rank held Raytheon Company as of Q1 2021.

Based on WealthPLAN Partners's 13F filing for Q1 2021, filed 11 May 2021.