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DFPG Investments’s General Dynamics GD Stock Holding History

DFPG Investments’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
Q4 		$1.14M Sell
4,454
-237
-5% -$57.8K 0.09% 212
2023
Q3 		$1.13M Sell
4,691
-895
-16% -$198K 0.1% 189
2023
Q2 		$1.19M Sell
5,586
-1,327
-19% -$286K 0.11% 191
2023
Q1 		$1.58M Buy
6,913
+2,835
+70% +$655K 0.17% 130
2022
Q4 		$1.01M Buy
+4,078
New +$995K 0.17% 141

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DFPG Investments's GD Position: Q4 2023 in Review

DFPG Investments reduced its General Dynamics (GD) stake by 5.1% in Q4 2023, selling an estimated $57.8K and leaving 4,454 shares worth $1.14M. The position accounts for 0.09% of the portfolio, ranked #212.

DFPG Investments first reported a position in GD in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.58M in Q1 2023. 1,685 funds tracked by Wall St. Rank hold GD as of Q4 2023.

  • DFPG Investments held 4,454 shares of General Dynamics worth $1.14M as of Q4 2023.
  • DFPG Investments sold 237 General Dynamics shares in Q4 2023, an estimated $57.8K.
  • General Dynamics made up 0.09% of DFPG Investments's portfolio in Q4 2023, its #212 holding.
  • DFPG Investments first reported a position in General Dynamics in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's General Dynamics position peaked at $1.58M in Q1 2023.
  • 1,685 funds tracked by Wall St. Rank held General Dynamics as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.