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Axim Planning & Wealth’s General Dynamics GD Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-12
Closed -$3K – 80
2022
Q3 		$3K Hold
12
– – ﹤0.01% 143
2022
Q2 		$3K Buy
+12
New +$2.76K ﹤0.01% 115

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Axim Planning & Wealth's GD Position: Q4 2022 in Review

Axim Planning & Wealth sold out of General Dynamics (GD) in Q4 2022, closing a stake of 12 shares — an estimated $3K sold.

Axim Planning & Wealth first reported a position in GD in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 1,577 funds tracked by Wall St. Rank hold GD as of Q4 2022.

  • Axim Planning & Wealth reported no remaining General Dynamics position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 12 General Dynamics shares in Q4 2022, an estimated $3K.
  • Axim Planning & Wealth first reported a position in General Dynamics in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's General Dynamics position peaked at $3K in Q3 2022.
  • 1,577 funds tracked by Wall St. Rank held General Dynamics as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.