AWM
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Adams Wealth Management’s General Dynamics GD Stock Holding History

Adams Wealth Management’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
2020
Q4 		– Sell
-66
Closed -$9K – 171
2020
Q3 		$9K Buy
+66
New +$9.75K 0.01% 193

Other funds holding GD

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Adams Wealth Management's GD Position: Q4 2020 in Review

Adams Wealth Management sold out of General Dynamics (GD) in Q4 2020, closing a stake of 66 shares — an estimated $9K sold.

Adams Wealth Management first reported a position in GD in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 1,226 funds tracked by Wall St. Rank hold GD as of Q4 2020.

  • Adams Wealth Management reported no remaining General Dynamics position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 66 General Dynamics shares in Q4 2020, an estimated $9K.
  • Adams Wealth Management first reported a position in General Dynamics in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's General Dynamics position peaked at $9K in Q3 2020.
  • 1,226 funds tracked by Wall St. Rank held General Dynamics as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.