CW
GD icon

Connectus Wealth’s General Dynamics GD Stock Holding History

Connectus Wealth’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
2024
Q1 		$686K Sell
2,425
-311
-11% -$83.2K 0.02% 272
2023
Q4 		$711K Buy
2,736
+339
+14% +$82.7K 0.01% 378
2023
Q3 		$530K Buy
+2,397
New +$530K 0.01% 386

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connectus Wealth's GD Position: Q1 2024 in Review

Connectus Wealth reduced its General Dynamics (GD) stake by 11% in Q1 2024, selling an estimated $83.2K and leaving 2,425 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #272.

Connectus Wealth first reported a position in GD in Q3 2023 and has held it in 3 quarters since. The position peaked at $711K in Q4 2023. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • Connectus Wealth held 2,425 shares of General Dynamics worth $686K as of Q1 2024.
  • Connectus Wealth sold 311 General Dynamics shares in Q1 2024, an estimated $83.2K.
  • General Dynamics made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #272 holding.
  • Connectus Wealth first reported a position in General Dynamics in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's General Dynamics position peaked at $711K in Q4 2023.
  • 1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.