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WR Wealth Planners’s RTX Corp RTX Stock Holding History

WR Wealth Planners’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
2024
Q4 		$148K Sell
1,275
-231
-15% -$27.9K 0.05% 184
2024
Q3 		$182K Sell
1,506
-98
-6% -$11.2K 0.05% 199
2024
Q2 		$161K Buy
1,604
+139
+9% +$14.4K 0.05% 196
2024
Q1 		$143K Buy
+1,465
New +$132K 0.04% 215
2023
Q4 		– Sell
-1,238
Closed -$89.1K – 714
2023
Q3 		$89.1K Buy
1,238
+13
+1% +$1.11K 0.03% 259
2023
Q2 		$120K Buy
1,225
+119
+11% +$11.7K 0.05% 222
2023
Q1 		$108K Buy
1,106
+877
+383% +$86.4K 0.05% 229
2022
Q4 		$23.1K Sell
229
-4
-2% -$376 0.01% 207
2022
Q3 		$19.1K Buy
233
+4
+2% +$362 0.01% 209
2022
Q2 		$22K Hold
229
– – 0.01% 215
2022
Q1 		$22.7K Buy
+229
New +$21.7K 0.01% 219

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WR Wealth Planners's RTX Position: Q4 2024 in Review

WR Wealth Planners reduced its RTX Corp (RTX) stake by 15% in Q4 2024, selling an estimated $27.9K and leaving 1,275 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #184.

WR Wealth Planners first reported a position in RTX in Q1 2022 and has held it in 11 quarters since. The position peaked at $182K in Q3 2024. 2,827 funds tracked by Wall St. Rank hold RTX as of Q4 2024.

  • WR Wealth Planners held 1,275 shares of RTX Corp worth $148K as of Q4 2024.
  • WR Wealth Planners sold 231 RTX Corp shares in Q4 2024, an estimated $27.9K.
  • RTX Corp made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #184 holding.
  • WR Wealth Planners first reported a position in RTX Corp in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's RTX Corp position peaked at $182K in Q3 2024.
  • 2,827 funds tracked by Wall St. Rank held RTX Corp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.