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 $9.89B 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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Blue Chip Wealth Management's GD Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its General Dynamics (GD) stake by 0.81% in Q3 2020, selling an estimated $4.28K and leaving 3,565 shares worth $493K. The position accounts for 0.39% of the portfolio, ranked #58.

Blue Chip Wealth Management first reported a position in GD in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.27M in Q3 2018. 1,129 funds tracked by Wall St. Rank hold GD as of Q3 2020.

Blue Chip Wealth Management held 3,565 shares of General Dynamics worth $493K as of Q3 2020.
Blue Chip Wealth Management sold 29 General Dynamics shares in Q3 2020, an estimated $4.28K.
General Dynamics made up 0.39% of Blue Chip Wealth Management's portfolio in Q3 2020, its #58 holding.
Blue Chip Wealth Management first reported a position in General Dynamics in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's General Dynamics position peaked at $1.27M in Q3 2018.
1,129 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.