B. Riley Wealth Management’s General Dynamics GD Stock Holding History

B. Riley 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	$115K	Buy	3,782 +2,655	+236%	+$611K	0.13%	47
2022 Q1	$272K	Sell	1,127 -268	-19%	-$59.5K	0.02%	477
2021 Q4	$291K	Sell	1,395 -14	-1%	-$2.83K	0.02%	483
2021 Q3	$276K	Buy	+1,409	New	+$276K	0.02%	478
2020 Q2	–	Sell	-4,818	Closed	-$637K	–	472
2020 Q1	$637K	Buy	+4,818	New	+$800K	0.07%	242
2018 Q4	–	Sell	-2,135	Closed	-$437K	–	371
2018 Q3	$437K	Buy	+2,135	New	+$418K	0.11%	162
2015 Q3	–	Sell	-320	Closed	-$45K	–	361
2015 Q2	$45K	Buy	320 +41	+15%	+$5.69K	0.04%	437
2015 Q1	$37K	Buy	279 +1	+0.4%	+$137	0.03%	472
2014 Q4	$38K	Hold	278	–	–	0.03%	439
2014 Q3	$35K	Buy	278 +2	+0.7%	+$243	0.03%	484
2014 Q2	$32K	Sell	276 -9	-3%	-$1.02K	0.02%	551
2014 Q1	$31K	Buy	+285	New	+$29.5K	0.02%	543

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

B. Riley Wealth Management's GD Position: Q2 2022 in Review

B. Riley Wealth Management increased its General Dynamics (GD) stake by 236% in Q2 2022, buying an estimated $611K and bringing the position to 3,782 shares worth $115K. The position accounts for 0.13% of the portfolio, ranked #47.

B. Riley Wealth Management first reported a position in GD in Q1 2014 and has held it in 12 quarters since. The position peaked at $637K in Q1 2020. 1,477 funds tracked by Wall St. Rank hold GD as of Q2 2022.

B. Riley Wealth Management held 3,782 shares of General Dynamics worth $115K as of Q2 2022.
B. Riley Wealth Management bought 2,655 General Dynamics shares in Q2 2022, an estimated $611K.
General Dynamics made up 0.13% of B. Riley Wealth Management's portfolio in Q2 2022, its #47 holding.
B. Riley Wealth Management first reported a position in General Dynamics in Q1 2014 and has held it in 12 quarters since.
B. Riley Wealth Management's General Dynamics position peaked at $637K in Q1 2020.
1,477 funds tracked by Wall St. Rank held General Dynamics as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.