BCWM
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Blue Chip Wealth Management’s General Dynamics GD Stock Holding History

Blue Chip 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
2020
Q3 		$493K Sell
3,565
-29
-0.8% -$4.28K 0.39% 58
2020
Q2 		$537K Sell
3,594
-359
-9% -$50.7K 0.51% 50
2020
Q1 		$523K Sell
3,953
-346
-8% -$57.5K 0.65% 42
2019
Q4 		$758K Buy
4,299
+14
+0.3% +$2.51K 0.7% 40
2019
Q3 		$783K Buy
4,285
+104
+2% +$19.3K 0.82% 37
2019
Q2 		$760K Sell
4,181
-36
-0.9% -$6.2K 0.8% 39
2019
Q1 		$714K Sell
4,217
-158
-4% -$26.6K 0.81% 38
2018
Q4 		$688K Sell
4,375
-1,847
-30% -$331K 0.9% 34
2018
Q3 		$1.27M Buy
6,222
+245
+4% +$47.9K 1.28% 22
2018
Q2 		$1.11M Buy
5,977
+534
+10% +$109K 1.21% 24
2018
Q1 		$1.2M Buy
+5,443
New +$1.18M 1.23% 22

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return