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

Ameliora 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
2023
Q4 		– Sell
-62
Closed -$13.7K – 205
2023
Q3 		$13.7K Buy
+62
New +$13.7K 0.01% 175

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 $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameliora Wealth Management's GD Position: Q4 2023 in Review

Ameliora Wealth Management sold out of General Dynamics (GD) in Q4 2023, closing a stake of 62 shares — an estimated $13.7K sold.

Ameliora Wealth Management first reported a position in GD in Q3 2023 and held it in 1 quarter. The position peaked at $13.7K in Q3 2023. 1,685 funds tracked by Wall St. Rank hold GD as of Q4 2023.

  • Ameliora Wealth Management reported no remaining General Dynamics position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 62 General Dynamics shares in Q4 2023, an estimated $13.7K.
  • Ameliora Wealth Management first reported a position in General Dynamics in Q3 2023 and held it in 1 quarter.
  • Ameliora Wealth Management's General Dynamics position peaked at $13.7K in Q3 2023.
  • 1,685 funds tracked by Wall St. Rank held General Dynamics as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.