Canvas Wealth Advisors’s General Dynamics GD Stock Holding History

Canvas Wealth Advisors’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 Q1	–	Sell	-943	Closed	-$223K	–	145
2022 Q4	$223K	Buy	943 +27	+3%	+$6.59K	0.09%	132
2022 Q3	$225K	Sell	916 -15	-2%	-$3.39K	0.1%	111
2022 Q2	$206K	Buy	931 +71	+8%	+$16.3K	0.08%	122
2022 Q1	$201K	Sell	860 -494	-36%	-$110K	0.07%	138
2021 Q4	$282K	Hold	1,354	–	–	0.1%	114
2021 Q3	$265K	Buy	1,354 +72	+6%	+$14.1K	0.11%	102
2021 Q2	$241K	Buy	1,282 +40	+3%	+$7.54K	0.11%	106
2021 Q1	$230K	Buy	+1,242	New	+$203K	0.13%	100

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Canvas Wealth Advisors's GD Position: Q1 2023 in Review

Canvas Wealth Advisors sold out of General Dynamics (GD) in Q1 2023, closing a stake of 943 shares — an estimated $223K sold.

Canvas Wealth Advisors first reported a position in GD in Q1 2021 and held it in 8 quarters. The position peaked at $282K in Q4 2021. 1,544 funds tracked by Wall St. Rank hold GD as of Q1 2023.

Canvas Wealth Advisors reported no remaining General Dynamics position as of Q1 2023 after selling out during the quarter.
Canvas Wealth Advisors sold 943 General Dynamics shares in Q1 2023, an estimated $223K.
Canvas Wealth Advisors first reported a position in General Dynamics in Q1 2021 and held it in 8 quarters.
Canvas Wealth Advisors's General Dynamics position peaked at $282K in Q4 2021.
1,544 funds tracked by Wall St. Rank held General Dynamics as of Q1 2023.

Based on Canvas Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.