BFO
GD icon

Biltmore Family Office’s General Dynamics GD Stock Holding History

Biltmore Family Office’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
2020
Q4 		– Sell
-2,250
Closed -$311K – 189
2020
Q3 		$311K Hold
2,250
– – 0.17% 108
2020
Q2 		$336K Sell
2,250
-109
-5% -$15.4K 0.2% 102
2020
Q1 		$312K Sell
2,359
-99
-4% -$16.4K 0.21% 108
2019
Q4 		$434K Buy
2,458
+1
+0% +$180 0.17% 109
2019
Q3 		$449K Buy
2,457
+1,001
+69% +$186K 0.19% 101
2019
Q2 		$265K Hold
1,456
– – 0.14% 121
2019
Q1 		$246K Hold
1,456
– – 0.12% 131
2018
Q4 		$229K Buy
1,456
+206
+16% +$36.9K 0.13% 129
2018
Q3 		$256K Hold
1,250
– – 0.12% 131
2018
Q2 		$233K Sell
1,250
-700
-36% -$143K 0.12% 134
2018
Q1 		$431K Buy
1,950
+750
+63% +$163K 0.19% 110
2017
Q4 		$244K Buy
+1,200
New +$245K 0.11% 143

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Newport Trust Company
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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
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
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