BT Wealth Management’s General Dynamics GD Stock Holding History

BT 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
2022 Q2	$226K	Hold	1,023	–	–	0.06%	62
2022 Q1	$247K	Buy	1,023 +60	+6%	+$13.3K	0.06%	61
2021 Q4	$201K	Buy	+963	New	+$194K	0.05%	69

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BT Wealth Management's GD Position: Q2 2022 in Review

BT Wealth Management held its General Dynamics (GD) position steady in Q2 2022 at 1,023 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #62.

BT Wealth Management first reported a position in GD in Q4 2021 and has held it in 3 quarters since. The position peaked at $247K in Q1 2022. 1,477 funds tracked by Wall St. Rank hold GD as of Q2 2022.

BT Wealth Management held 1,023 shares of General Dynamics worth $226K as of Q2 2022.
BT Wealth Management left its General Dynamics share count unchanged in Q2 2022.
General Dynamics made up 0.06% of BT Wealth Management's portfolio in Q2 2022, its #62 holding.
BT Wealth Management first reported a position in General Dynamics in Q4 2021 and has held it in 3 quarters since.
BT Wealth Management's General Dynamics position peaked at $247K in Q1 2022.
1,477 funds tracked by Wall St. Rank held General Dynamics as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.