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ACG Wealth’s General Dynamics GD Stock Holding History

ACG Wealth’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,904
Closed -$397K – 306
2021
Q4 		$397K Buy
1,904
+732
+62% +$148K 0.06% 234
2021
Q3 		$230K Buy
+1,172
New +$229K 0.03% 280
2021
Q1 		– Sell
-2,277
Closed -$339K – 332
2020
Q4 		$339K Sell
2,277
-70
-3% -$10.2K 0.05% 220
2020
Q3 		$325K Sell
2,347
-202
-8% -$29.8K 0.05% 215
2020
Q2 		$381K Sell
2,549
-36
-1% -$5.08K 0.06% 189
2020
Q1 		$342K Buy
2,585
+88
+4% +$14.6K 0.06% 218
2019
Q4 		$440K Sell
2,497
-376
-13% -$67.5K 0.07% 221
2019
Q3 		$525K Buy
2,873
+16
+0.6% +$2.97K 0.08% 206
2019
Q2 		$519K Sell
2,857
-124
-4% -$21.3K 0.07% 210
2019
Q1 		$505K Sell
2,981
-9
-0.3% -$1.52K 0.07% 203
2018
Q4 		$470K Buy
2,990
+34
+1% +$6.09K 0.07% 190
2018
Q3 		$605K Buy
2,956
+14
+0.5% +$2.74K 0.08% 174
2018
Q2 		$548K Buy
2,942
+44
+2% +$9.01K 0.08% 163
2018
Q1 		$640K Sell
2,898
-122
-4% -$26.5K 0.1% 161
2017
Q4 		$614K Sell
3,020
-36
-1% -$7.36K 0.09% 175
2017
Q3 		$628K Sell
3,056
-74
-2% -$14.8K 0.11% 146
2017
Q2 		$618K Buy
3,130
+1,679
+116% +$329K 0.1% 170
2017
Q1 		$272K Buy
1,451
+220
+18% +$40.7K 0.05% 224
2016
Q4 		$213K Buy
+1,231
New +$201K 0.05% 213

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACG Wealth's GD Position: Q1 2022 in Review

ACG Wealth sold out of General Dynamics (GD) in Q1 2022, closing a stake of 1,904 shares — an estimated $397K sold.

ACG Wealth first reported a position in GD in Q4 2016 and held it in 19 quarters. The position peaked at $640K in Q1 2018. 1,474 funds tracked by Wall St. Rank hold GD as of Q1 2022.

  • ACG Wealth reported no remaining General Dynamics position as of Q1 2022 after selling out during the quarter.
  • ACG Wealth sold 1,904 General Dynamics shares in Q1 2022, an estimated $397K.
  • ACG Wealth first reported a position in General Dynamics in Q4 2016 and held it in 19 quarters.
  • ACG Wealth's General Dynamics position peaked at $640K in Q1 2018.
  • 1,474 funds tracked by Wall St. Rank held General Dynamics as of Q1 2022.

Based on ACG Wealth's 13F filing for Q1 2022, filed 7 Apr 2022.