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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 $9.89B AUM 19.81% 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 $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bernardo Wealth Planning's GD Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of General Dynamics (GD) in Q1 2021, closing a stake of 1,992 shares — an estimated $296K sold.

Bernardo Wealth Planning first reported a position in GD in Q4 2018 and held it in 9 quarters. The position peaked at $477K in Q2 2019. 1,257 funds tracked by Wall St. Rank hold GD as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining General Dynamics position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 1,992 General Dynamics shares in Q1 2021, an estimated $296K.
  • Bernardo Wealth Planning first reported a position in General Dynamics in Q4 2018 and held it in 9 quarters.
  • Bernardo Wealth Planning's General Dynamics position peaked at $477K in Q2 2019.
  • 1,257 funds tracked by Wall St. Rank held General Dynamics as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.