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Arbor Trust Wealth Advisors’s General Dynamics GD Stock Holding History

Arbor Trust 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
2024
Q4 		– Sell
-701
Closed -$203K – 98
2024
Q3 		$203K Hold
701
– – 0.11% 92
2024
Q2 		$203K Buy
701
+6
+0.9% +$1.76K 0.11% 92
2024
Q1 		$202K Buy
+695
New +$186K 0.11% 95
2023
Q3 		– Sell
-1,711
Closed -$368K – 94
2023
Q2 		$368K Sell
1,711
-489
-22% -$106K 0.23% 67
2023
Q1 		$502K Buy
2,200
+25
+1% +$5.78K 0.33% 59
2022
Q4 		$540K Buy
2,175
+50
+2% +$12.2K 0.37% 53
2022
Q3 		$451K Sell
2,125
-150
-7% -$33.9K 0.34% 58
2022
Q2 		$506K Buy
2,275
+300
+15% +$69K 0.35% 59
2022
Q1 		$476K Sell
1,975
-300
-13% -$66.6K 0.29% 68
2021
Q4 		$474K Hold
2,275
– – 0.27% 66
2021
Q3 		$446K Hold
2,275
– – 0.28% 66
2021
Q2 		$428K Buy
2,275
+300
+15% +$56.6K 0.27% 68
2021
Q1 		$358K Hold
1,975
– – 0.24% 70
2020
Q4 		$294K Hold
1,975
– – 0.21% 69
2020
Q3 		$273K Hold
1,975
– – 0.24% 65
2020
Q2 		$295K Hold
1,975
– – 0.27% 69
2020
Q1 		$261K Sell
1,975
-16
-0.8% -$2.66K 0.28% 68
2019
Q4 		$351K Buy
+1,991
New +$357K 0.3% 67

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arbor Trust Wealth Advisors's GD Position: Q4 2024 in Review

Arbor Trust Wealth Advisors sold out of General Dynamics (GD) in Q4 2024, closing a stake of 701 shares — an estimated $203K sold.

Arbor Trust Wealth Advisors first reported a position in GD in Q4 2019 and held it in 18 quarters. The position peaked at $540K in Q4 2022. 1,846 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • Arbor Trust Wealth Advisors reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 701 General Dynamics shares in Q4 2024, an estimated $203K.
  • Arbor Trust Wealth Advisors first reported a position in General Dynamics in Q4 2019 and held it in 18 quarters.
  • Arbor Trust Wealth Advisors's General Dynamics position peaked at $540K in Q4 2022.
  • 1,846 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Arbor Trust Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.