Clear Perspective Advisors’s General Dynamics GD Stock Holding History

Clear Perspective 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
2021 Q4	$594K	Buy	2,850 +107	+4%	+$21.6K	0.18%	87
2021 Q3	$538K	Sell	2,743 -40	-1%	-$7.83K	0.18%	84
2021 Q2	$524K	Sell	2,783 -76	-3%	-$14.3K	0.18%	85
2021 Q1	$519K	Buy	2,859 +35	+1%	+$5.72K	0.2%	84
2020 Q4	$420K	Buy	+2,824	New	+$413K	0.17%	98
2020 Q3	–	Sell	-3,289	Closed	-$486K	–	51
2020 Q2	$492K	Sell	3,289 -442	-12%	-$62.4K	0.27%	69
2020 Q1	$494K	Sell	3,731 -100	-3%	-$16.6K	0.33%	62
2019 Q4	$676K	Buy	+3,831	New	+$688K	0.42%	57
2019 Q3	–	Sell	-3,621	Closed	-$673K	–	70
2019 Q2	$658K	Sell	3,621 -25	-0.7%	-$4.3K	0.42%	62
2019 Q1	$633K	Sell	3,646 -1,080	-23%	-$182K	0.45%	63
2018 Q4	$743K	Buy	4,726 +15	+0.3%	+$2.69K	0.62%	44
2018 Q3	$964K	Buy	4,711 +616	+15%	+$121K	0.71%	37
2018 Q2	$763K	Buy	4,095 +366	+10%	+$74.9K	0.53%	50
2018 Q1	$824K	Buy	3,729 +374	+11%	+$81.3K	0.62%	36
2017 Q4	$683K	Buy	3,355 +252	+8%	+$51.5K	0.52%	50
2017 Q3	$638K	Sell	3,103 -630	-17%	-$126K	0.52%	49
2017 Q2	$740K	Sell	3,733 -30	-0.8%	-$5.88K	0.62%	43
2017 Q1	$704K	Sell	3,763 -930	-20%	-$172K	0.47%	51
2016 Q4	$810K	Buy	+4,693	New	+$768K	0.54%	43

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Clear Perspective Advisors's GD Position: Q4 2021 in Review

Clear Perspective Advisors increased its General Dynamics (GD) stake by 3.9% in Q4 2021, buying an estimated $21.6K and bringing the position to 2,850 shares worth $594K. The position accounts for 0.18% of the portfolio, ranked #87.

Clear Perspective Advisors first reported a position in GD in Q4 2016 and has held it in 19 quarters since. The position peaked at $964K in Q3 2018. 1,417 funds tracked by Wall St. Rank hold GD as of Q4 2021.

Clear Perspective Advisors held 2,850 shares of General Dynamics worth $594K as of Q4 2021.
Clear Perspective Advisors bought 107 General Dynamics shares in Q4 2021, an estimated $21.6K.
General Dynamics made up 0.18% of Clear Perspective Advisors's portfolio in Q4 2021, its #87 holding.
Clear Perspective Advisors first reported a position in General Dynamics in Q4 2016 and has held it in 19 quarters since.
Clear Perspective Advisors's General Dynamics position peaked at $964K in Q3 2018.
1,417 funds tracked by Wall St. Rank held General Dynamics as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.