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 $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Clearview Wealth Advisors's GD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of General Dynamics (GD) in Q3 2023, closing a stake of 323 shares — an estimated $69.4K sold.

Clearview Wealth Advisors first reported a position in GD in Q4 2020 and held it in 11 quarters. The position peaked at $91K in Q3 2021. 1,516 funds tracked by Wall St. Rank hold GD as of Q3 2023.

Clearview Wealth Advisors reported no remaining General Dynamics position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 323 General Dynamics shares in Q3 2023, an estimated $69.4K.
Clearview Wealth Advisors first reported a position in General Dynamics in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's General Dynamics position peaked at $91K in Q3 2021.
1,516 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.