Core Wealth Advisors (Florida)’s General Dynamics GD Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-267	Closed	-$75.4K	–	116
2024 Q1	$75.4K	Buy	267 +10	+4%	+$2.67K	0.03%	85
2023 Q4	$66.7K	Sell	257 -254	-50%	-$62K	0.02%	83
2023 Q3	$113K	Hold	511	–	–	0.05%	59
2023 Q2	$110K	Buy	511 +120	+31%	+$25.9K	0.04%	60
2023 Q1	$89.2K	Buy	391 +165	+73%	+$38.1K	0.04%	68
2022 Q4	$56.1K	Buy	226 +153	+210%	+$37.3K	0.02%	78
2022 Q3	$15K	Buy	+73	New	+$16.5K	0.01%	116

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Core Wealth Advisors (Florida)'s GD Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of General Dynamics (GD) in Q2 2024, closing a stake of 267 shares — an estimated $75.4K sold.

Core Wealth Advisors (Florida) first reported a position in GD in Q3 2022 and held it in 7 quarters. The position peaked at $113K in Q3 2023. 1,770 funds tracked by Wall St. Rank hold GD as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining General Dynamics position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 267 General Dynamics shares in Q2 2024, an estimated $75.4K.
Core Wealth Advisors (Florida) first reported a position in General Dynamics in Q3 2022 and held it in 7 quarters.
Core Wealth Advisors (Florida)'s General Dynamics position peaked at $113K in Q3 2023.
1,770 funds tracked by Wall St. Rank held General Dynamics as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.