AW
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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 $9.56B AUM 25.94% 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 $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return