BWM
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BNC Wealth Management’s General Dynamics GD Stock Holding History

BNC 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
2023
Q2 		– Sell
-3,143
Closed -$717K – 108
2023
Q1 		$717K Buy
+3,143
New +$726K 0.4% 62

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Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNC Wealth Management's GD Position: Q2 2023 in Review

BNC Wealth Management sold out of General Dynamics (GD) in Q2 2023, closing a stake of 3,143 shares — an estimated $717K sold.

BNC Wealth Management first reported a position in GD in Q1 2023 and held it in 1 quarter. The position peaked at $717K in Q1 2023. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

  • BNC Wealth Management reported no remaining General Dynamics position as of Q2 2023 after selling out during the quarter.
  • BNC Wealth Management sold 3,143 General Dynamics shares in Q2 2023, an estimated $717K.
  • BNC Wealth Management first reported a position in General Dynamics in Q1 2023 and held it in 1 quarter.
  • BNC Wealth Management's General Dynamics position peaked at $717K in Q1 2023.
  • 1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on BNC Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.