Castle Financial & Retirement Planning Associates’s General Dynamics GD Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$21K	Buy	+100	New	+$20.2K	0.07%	58

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's GD Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in General Dynamics (GD) in Q4 2021: 100 shares worth $21K. The stake represents 0.07% of the portfolio and ranks #58 among its holdings.

1,415 funds tracked by Wall St. Rank hold GD as of Q4 2021.

Castle Financial & Retirement Planning Associates held 100 shares of General Dynamics worth $21K as of Q4 2021.
General Dynamics was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
General Dynamics made up 0.07% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #58 holding.
1,415 funds tracked by Wall St. Rank held General Dynamics as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.