Altium Wealth Management’s General Dynamics GD Stock Holding History

Altium 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 Q2	$494K	Sell	2,234 -1,794	-45%	-$413K	0.04%	242
2022 Q1	$971K	Buy	4,028 +547	+16%	+$121K	0.06%	167
2021 Q4	$726K	Buy	3,481 +268	+8%	+$54.1K	0.05%	194
2021 Q3	$630K	Buy	3,213 +429	+15%	+$84K	0.05%	197
2021 Q2	$524K	Buy	2,784 +216	+8%	+$40.7K	0.04%	217
2021 Q1	$466K	Buy	2,568 +675	+36%	+$110K	0.04%	236
2020 Q4	$282K	Sell	1,893 -51	-3%	-$7.46K	0.02%	294
2020 Q3	$269K	Buy	1,944 +34	+2%	+$5.02K	0.03%	281
2020 Q2	$285K	Sell	1,910 -280	-13%	-$39.5K	0.03%	275
2020 Q1	$290K	Buy	2,190 +560	+34%	+$93K	0.04%	220
2019 Q4	$287K	Buy	1,630 +39	+2%	+$7K	0.03%	224
2019 Q3	$291K	Buy	1,591 +115	+8%	+$21.4K	0.04%	221
2019 Q2	$268K	Buy	1,476 +21	+1%	+$3.62K	0.04%	230
2019 Q1	$246K	Sell	1,455 -184	-11%	-$31K	0.04%	232
2018 Q4	$258K	Buy	+1,639	New	+$294K	0.05%	226

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altium Wealth Management's GD Position: Q2 2022 in Review

Altium Wealth Management reduced its General Dynamics (GD) stake by 45% in Q2 2022, selling an estimated $413K and leaving 2,234 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #242.

Altium Wealth Management first reported a position in GD in Q4 2018 and has held it in 15 quarters since. The position peaked at $971K in Q1 2022. 1,477 funds tracked by Wall St. Rank hold GD as of Q2 2022.

Altium Wealth Management held 2,234 shares of General Dynamics worth $494K as of Q2 2022.
Altium Wealth Management sold 1,794 General Dynamics shares in Q2 2022, an estimated $413K.
General Dynamics made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #242 holding.
Altium Wealth Management first reported a position in General Dynamics in Q4 2018 and has held it in 15 quarters since.
Altium Wealth Management's General Dynamics position peaked at $971K in Q1 2022.
1,477 funds tracked by Wall St. Rank held General Dynamics as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.