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

Alterna 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
2019
Q1 		– Sell
-2,694
Closed -$534K – 197
2018
Q4 		$534K Buy
+2,694
New +$483K 0.09% 164

Other funds holding GD

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alterna Wealth Management's GD Position: Q1 2019 in Review

Alterna Wealth Management sold out of General Dynamics (GD) in Q1 2019, closing a stake of 2,694 shares — an estimated $534K sold.

Alterna Wealth Management first reported a position in GD in Q4 2018 and held it in 1 quarter. The position peaked at $534K in Q4 2018. 1,092 funds tracked by Wall St. Rank hold GD as of Q1 2019.

  • Alterna Wealth Management reported no remaining General Dynamics position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 2,694 General Dynamics shares in Q1 2019, an estimated $534K.
  • Alterna Wealth Management first reported a position in General Dynamics in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's General Dynamics position peaked at $534K in Q4 2018.
  • 1,092 funds tracked by Wall St. Rank held General Dynamics as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.