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

Aevitas 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
2022
Q4 		$701K Buy
2,824
+2
+0.1% +$488 0.41% 57
2022
Q3 		$599K Sell
2,822
-64
-2% -$14.5K 0.45% 57
2022
Q2 		$639K Buy
2,886
+2
+0.1% +$460 0.43% 61
2022
Q1 		$695K Buy
2,884
+3
+0.1% +$666 0.43% 59
2021
Q4 		$601K Buy
2,881
+2
+0.1% +$404 0.36% 69
2021
Q3 		$564K Buy
2,879
+3
+0.1% +$587 0.36% 69
2021
Q2 		$541K Buy
2,876
+3
+0.1% +$566 0.35% 76
2021
Q1 		$522K Sell
2,873
-97
-3% -$15.8K 0.36% 70
2020
Q4 		$442K Buy
2,970
+3
+0.1% +$439 0.32% 71
2020
Q3 		$411K Buy
2,967
+3
+0.1% +$443 0.34% 75
2020
Q2 		$443K Buy
2,964
+3
+0.1% +$424 0.41% 70
2020
Q1 		$392K Buy
2,961
+3
+0.1% +$498 0.44% 65
2019
Q4 		$522K Buy
2,958
+101
+4% +$18.1K 0.49% 57
2019
Q3 		$522K Buy
2,857
+2
+0.1% +$372 0.52% 58
2019
Q2 		$519K Buy
2,855
+2
+0.1% +$344 0.52% 57
2019
Q1 		$482K Sell
2,853
-12
-0.4% -$2.02K 0.43% 66
2018
Q4 		$450K Sell
2,865
-154
-5% -$27.6K 0.46% 62
2018
Q3 		$618K Buy
3,019
+1
+0% +$196 0.56% 51
2018
Q2 		$562K Buy
3,018
+102
+3% +$20.9K 0.55% 54
2018
Q1 		$644K Buy
2,916
+1
+0% +$218 0.64% 49
2017
Q4 		$593K Buy
+2,915
New +$596K 0.56% 55

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aevitas Wealth Management's GD Position: Q4 2022 in Review

Aevitas Wealth Management increased its General Dynamics (GD) stake by 0.07% in Q4 2022, buying an estimated $488 and bringing the position to 2,824 shares worth $701K. The position accounts for 0.41% of the portfolio, ranked #57.

Aevitas Wealth Management first reported a position in GD in Q4 2017 and has held it in 21 quarters since. 1,577 funds tracked by Wall St. Rank hold GD as of Q4 2022.

  • Aevitas Wealth Management held 2,824 shares of General Dynamics worth $701K as of Q4 2022.
  • Aevitas Wealth Management bought 2 General Dynamics shares in Q4 2022, an estimated $488.
  • General Dynamics made up 0.41% of Aevitas Wealth Management's portfolio in Q4 2022, its #57 holding.
  • Aevitas Wealth Management first reported a position in General Dynamics in Q4 2017 and has held it in 21 quarters since.
  • 1,577 funds tracked by Wall St. Rank held General Dynamics as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.