AWA
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Amplius Wealth Advisors’s General Dynamics GD Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-66
Closed -$13K – 446
2021
Q4 		$13K Buy
+66
New +$13.3K ﹤0.01% 550

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amplius Wealth Advisors's GD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of General Dynamics (GD) in Q1 2022, closing a stake of 66 shares — an estimated $13K sold.

Amplius Wealth Advisors first reported a position in GD in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 1,475 funds tracked by Wall St. Rank hold GD as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining General Dynamics position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 66 General Dynamics shares in Q1 2022, an estimated $13K.
  • Amplius Wealth Advisors first reported a position in General Dynamics in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's General Dynamics position peaked at $13K in Q4 2021.
  • 1,475 funds tracked by Wall St. Rank held General Dynamics as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.