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CFM Wealth Partners’s General Dynamics GD Stock Holding History

CFM Wealth Partners’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 		– Sell
-591
Closed -$88K – 267
2020
Q2 		$88K Hold
591
– – 0.03% 216
2020
Q1 		$78K Buy
591
+259
+78% +$43K 0.04% 219
2019
Q4 		$61K Buy
+332
New +$59.6K 0.02% 261

Other funds holding GD

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Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFM Wealth Partners's GD Position: Q3 2020 in Review

CFM Wealth Partners sold out of General Dynamics (GD) in Q3 2020, closing a stake of 591 shares — an estimated $88K sold.

CFM Wealth Partners first reported a position in GD in Q4 2019 and held it in 3 quarters. The position peaked at $88K in Q2 2020. 1,129 funds tracked by Wall St. Rank hold GD as of Q3 2020.

  • CFM Wealth Partners reported no remaining General Dynamics position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 591 General Dynamics shares in Q3 2020, an estimated $88K.
  • CFM Wealth Partners first reported a position in General Dynamics in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's General Dynamics position peaked at $88K in Q2 2020.
  • 1,129 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.