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WIA
Wealthstreet Investment Advisors’s
RTX Corp
RTX
Stock Holding History
Wealthstreet Investment 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
2022
Q1
$25K
Hold
250
–
–
0.67%
34
2021
Q4
$22K
Hold
250
–
–
0.54%
39
2021
Q3
$21K
Sell
250
-1,800
-88%
-$154K
0.58%
38
2021
Q2
$175K
Buy
+2,050
New
+$173K
0.91%
34
2020
Q2
–
Sell
-73,563
Closed
-$4.37M
–
336
2020
Q1
$4.37M
Buy
73,563
+40
+0.1%
+$3.38K
0.65%
42
2019
Q4
$6.93M
Sell
73,523
-555
-0.7%
-$50.3K
0.81%
35
2019
Q3
$6.62M
Sell
74,078
-1,628
-2%
-$135K
0.85%
35
2019
Q2
$6.2M
Sell
75,706
-1,014
-1%
-$84.8K
0.8%
34
2019
Q1
$6.22M
Buy
76,720
+580
+0.8%
+$44.1K
0.82%
32
2018
Q4
$5.51M
Sell
76,140
-2,388
-3%
-$187K
0.77%
36
2018
Q3
$6.91M
Buy
78,528
+810
+1%
+$68K
0.85%
29
2018
Q2
$6.12M
Buy
77,718
+1,184
+2%
+$92.7K
0.81%
29
2018
Q1
$6.06M
Sell
76,534
-637
-0.8%
-$52.6K
0.76%
32
2017
Q4
$6.2M
Buy
+77,171
New
+$5.86M
0.75%
29
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$2.9T AUM
29.55%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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