Advocacy Wealth Management Services’s General Dynamics GD Stock Holding History

Advocacy Wealth Management Services’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
2021 Q1	–	Sell	-98	Closed	-$15K	–	143
2020 Q4	$15K	Hold	98	–	–	﹤0.01%	102
2020 Q3	$14K	Sell	98 -12	-11%	-$1.77K	﹤0.01%	97
2020 Q2	$16K	Sell	110 -54	-33%	-$7.63K	﹤0.01%	93
2020 Q1	$21K	Buy	164 +56	+52%	+$9.3K	﹤0.01%	69
2019 Q4	$19K	Buy	+108	New	+$19.4K	0.01%	99
2019 Q1	–	Sell	-41	Closed	-$6K	–	150
2018 Q4	$6K	Hold	41	–	–	﹤0.01%	134
2018 Q3	$8K	Hold	41	–	–	﹤0.01%	140
2018 Q2	$8K	Hold	41	–	–	0.01%	140
2018 Q1	$9K	Hold	41	–	–	0.01%	146
2017 Q4	$8K	Hold	41	–	–	0.01%	173
2017 Q3	$8K	Hold	41	–	–	﹤0.01%	209
2017 Q2	$8K	Hold	41	–	–	﹤0.01%	204
2017 Q1	$8K	Hold	41	–	–	﹤0.01%	229
2016 Q4	$7K	Hold	41	–	–	﹤0.01%	231
2016 Q3	$6K	Sell	41 -100	-71%	-$14.9K	﹤0.01%	308
2016 Q2	$20K	Buy	141 +66	+88%	+$9.2K	0.01%	236
2016 Q1	$10K	Buy	+75	New	+$9.94K	0.01%	350
2013 Q3	$75K	Buy	+864	New	+$73.4K	0.21%	86

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advocacy Wealth Management Services's GD Position: Q1 2021 in Review

Advocacy Wealth Management Services sold out of General Dynamics (GD) in Q1 2021, closing a stake of 98 shares — an estimated $15K sold.

Advocacy Wealth Management Services first reported a position in GD in Q3 2013 and held it in 18 quarters. The position peaked at $75K in Q3 2013. 1,257 funds tracked by Wall St. Rank hold GD as of Q1 2021.

Advocacy Wealth Management Services reported no remaining General Dynamics position as of Q1 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 98 General Dynamics shares in Q1 2021, an estimated $15K.
Advocacy Wealth Management Services first reported a position in General Dynamics in Q3 2013 and held it in 18 quarters.
Advocacy Wealth Management Services's General Dynamics position peaked at $75K in Q3 2013.
1,257 funds tracked by Wall St. Rank held General Dynamics as of Q1 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2021, filed 5 Apr 2021.