CWA
GD icon

Clearview Wealth Advisors’s General Dynamics GD Stock Holding History

Clearview 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
Q3 		– Sell
-323
Closed -$69.4K – 314
2023
Q2 		$69.4K Buy
323
+1
+0.3% +$216 0.07% 177
2023
Q1 		$73.5K Buy
322
+1
+0.3% +$231 0.07% 169
2022
Q4 		$79.8K Hold
321
– – 0.06% 135
2022
Q3 		$68K Buy
321
+57
+22% +$12.9K 0.05% 145
2022
Q2 		$59K Hold
264
– – 0.04% 166
2022
Q1 		$64K Hold
264
– – 0.04% 177
2021
Q4 		$55K Sell
264
-200
-43% -$40.4K 0.03% 220
2021
Q3 		$91K Buy
464
+51
+12% +$9.98K 0.06% 169
2021
Q2 		$78K Sell
413
-5
-1% -$943 0.05% 193
2021
Q1 		$76K Buy
418
+31
+8% +$5.07K 0.05% 190
2020
Q4 		$58K Buy
+387
New +$56.6K 0.04% 183

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return