BDO Wealth Advisors’s General Dynamics GD Stock Holding History

BDO 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
2023 Q2	$57.2K	Buy	266 +79	+42%	+$17K	0.01%	411
2023 Q1	$42.7K	Hold	187	–	–	0.01%	448
2022 Q4	$46.4K	Sell	187 -21	-10%	-$5.12K	0.01%	423
2022 Q3	$44K	Hold	208	–	–	0.01%	424
2022 Q2	$46K	Sell	208 -50	-19%	-$11.5K	0.01%	420
2022 Q1	$62K	Sell	258 -30	-10%	-$6.66K	0.01%	394
2021 Q4	$60K	Hold	288	–	–	0.01%	422
2021 Q3	$56K	Sell	288 -19	-6%	-$3.72K	0.01%	431
2021 Q2	$58K	Buy	307 +37	+14%	+$6.98K	0.01%	445
2021 Q1	$49K	Sell	270 -25	-8%	-$4.08K	0.01%	456
2020 Q4	$44K	Buy	295 +1	+0.3%	+$146	0.01%	370
2020 Q3	$41K	Sell	294 -34	-10%	-$5.02K	0.01%	356
2020 Q2	$49K	Buy	328 +37	+13%	+$5.22K	0.01%	331
2020 Q1	$38K	Buy	291 +139	+91%	+$23.1K	0.01%	364
2019 Q4	$27K	Sell	152 -125	-45%	-$22.4K	0.01%	361
2019 Q3	$51K	Hold	277	–	–	0.01%	309
2019 Q2	$50K	Hold	277	–	–	0.01%	309
2019 Q1	$47K	Hold	277	–	–	0.01%	287
2018 Q4	$44K	Hold	277	–	–	0.02%	277
2018 Q3	$57K	Hold	277	–	–	0.02%	273
2018 Q2	$52K	Hold	277	–	–	0.02%	293
2018 Q1	$61K	Buy	277 +52	+23%	+$11.3K	0.02%	229
2017 Q4	$46K	Sell	225 -75	-25%	-$15.3K	0.02%	221
2017 Q3	$62K	Sell	300 -100	-25%	-$20K	0.03%	179
2017 Q2	$79K	Buy	+400	New	+$78.3K	0.03%	189

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BDO Wealth Advisors's GD Position: Q2 2023 in Review

BDO Wealth Advisors increased its General Dynamics (GD) stake by 42% in Q2 2023, buying an estimated $17K and bringing the position to 266 shares worth $57.2K. The position accounts for 0.01% of the portfolio, ranked #411.

BDO Wealth Advisors first reported a position in GD in Q2 2017 and has held it in 25 quarters since. The position peaked at $79K in Q2 2017. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

BDO Wealth Advisors held 266 shares of General Dynamics worth $57.2K as of Q2 2023.
BDO Wealth Advisors bought 79 General Dynamics shares in Q2 2023, an estimated $17K.
General Dynamics made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #411 holding.
BDO Wealth Advisors first reported a position in General Dynamics in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's General Dynamics position peaked at $79K in Q2 2017.
1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.