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How to treat UTX and RTX shares

Regarding recent Merger of UTC and Raytheon. Should I treat my new RTX stock as a new stock, or just rename my prior UTX shares as RTX?

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Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    edited April 2020
    HI @shelquis,

    It may be more complicated than that depending on your circumstances...

    A couple of questions first - From the above it sounds like you were a holder of United Technologies prior to the merger, is that correct or did you hold Raytheon?  Also, are the shares of whichever company you owned prior to the merger held in a brokerage account from which you download transactions into Quicken?

    Frankx


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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
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