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YorkBridge Wealth Partners’s RTX Corp RTX Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$2.94M Sell
29,124
-973
-3% -$91.5K 0.75% 37
2022
Q3 		$2.46M Buy
30,097
+1,636
+6% +$148K 0.64% 42
2022
Q2 		$2.73M Buy
28,461
+533
+2% +$51.2K 0.72% 36
2022
Q1 		$2.77M Sell
27,928
-425
-1% -$40.3K 0.61% 40
2021
Q4 		$2.44M Sell
28,353
-299
-1% -$26.1K 0.55% 45
2021
Q3 		$2.46M Buy
28,652
+1,565
+6% +$134K 0.62% 47
2021
Q2 		$2.31M Buy
27,087
+506
+2% +$42.6K 0.6% 48
2021
Q1 		$2.05M Buy
26,581
+2,547
+11% +$186K 0.61% 49
2020
Q4 		$1.72M Buy
24,034
+1,095
+5% +$72K 0.58% 52
2020
Q3 		$1.32M Buy
22,939
+986
+4% +$60K 0.55% 54
2020
Q2 		$1.35M Buy
+21,953
New +$1.37M 0.62% 51
2020
Q1 		– Sell
-19,003
Closed -$1.79M – 176
2019
Q4 		$1.79M Sell
19,003
-1,085
-5% -$98.4K 0.82% 37
2019
Q3 		$1.73M Buy
20,088
+1,840
+10% +$153K 0.87% 40
2019
Q2 		$1.5M Buy
18,248
+1,093
+6% +$91.4K 0.66% 42
2019
Q1 		$1.39M Buy
17,155
+2,295
+15% +$174K 0.64% 45
2018
Q4 		$996K Buy
14,860
+219
+1% +$17.2K 0.53% 53
2018
Q3 		$1.3M Sell
14,641
-524
-3% -$44K 0.59% 49
2018
Q2 		$1.19M Hold
15,165
– – 0.52% 55
2018
Q1 		$1.18M Hold
15,165
– – 0.54% 49
2017
Q4 		$1.21M Sell
15,165
-228
-1% -$17.3K 0.59% 45
2017
Q3 		$1.12M Sell
15,393
-317
-2% -$23.5K 0.58% 47
2017
Q2 		$1.21M Hold
15,710
– – 0.64% 47
2017
Q1 		$1.18M Sell
15,710
-108
-0.7% -$7.58K 0.62% 46
2016
Q4 		$1.08M Buy
+15,818
New +$1.05M 0.64% 42

Other funds holding RTX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

YorkBridge Wealth Partners's RTX Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its RTX Corp (RTX) stake by 3.2% in Q4 2022, selling an estimated $91.5K and leaving 29,124 shares worth $2.94M. The position accounts for 0.75% of the portfolio, ranked #37.

YorkBridge Wealth Partners first reported a position in RTX in Q4 2016 and has held it in 24 quarters since. 2,414 funds tracked by Wall St. Rank hold RTX as of Q4 2022.

  • YorkBridge Wealth Partners held 29,124 shares of RTX Corp worth $2.94M as of Q4 2022.
  • YorkBridge Wealth Partners sold 973 RTX Corp shares in Q4 2022, an estimated $91.5K.
  • RTX Corp made up 0.75% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #37 holding.
  • YorkBridge Wealth Partners first reported a position in RTX Corp in Q4 2016 and has held it in 24 quarters since.
  • 2,414 funds tracked by Wall St. Rank held RTX Corp as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.