BWP
GD icon

Bernardo Wealth Planning’s General Dynamics GD Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-1,992
Closed -$296K – 100
2020
Q4 		$296K Sell
1,992
-251
-11% -$36.7K 0.11% 134
2020
Q3 		$310K Sell
2,243
-173
-7% -$25.5K 0.14% 118
2020
Q2 		$361K Buy
2,416
+91
+4% +$12.8K 0.19% 98
2020
Q1 		$307K Buy
2,325
+13
+0.6% +$2.16K 0.21% 109
2019
Q4 		$407K Sell
2,312
-108
-4% -$19.4K 0.25% 99
2019
Q3 		$442K Sell
2,420
-202
-8% -$37.5K 0.32% 80
2019
Q2 		$477K Sell
2,622
-23
-0.9% -$3.96K 0.37% 70
2019
Q1 		$448K Buy
2,645
+25
+1% +$4.21K 0.35% 76
2018
Q4 		$412K Buy
+2,620
New +$469K 0.36% 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
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 $5.7T 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return