EWA
GD icon

Evolution Wealth Advisors’s General Dynamics GD Stock Holding History

Evolution 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
2020
Q4 		– Sell
-38
Closed -$5K – 598
2020
Q3 		$5K Sell
38
-6
-14% -$886 ﹤0.01% 438
2020
Q2 		$7K Hold
44
– – ﹤0.01% 324
2020
Q1 		$6K Sell
44
-2
-4% -$332 ﹤0.01% 239
2019
Q4 		$8K Sell
46
-36
-44% -$6.46K ﹤0.01% 330
2019
Q3 		$15K Buy
82
+36
+78% +$6.69K 0.01% 131
2019
Q2 		$8K Buy
+46
New +$7.92K ﹤0.01% 198

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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 $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolution Wealth Advisors's GD Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of General Dynamics (GD) in Q4 2020, closing a stake of 38 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in GD in Q2 2019 and held it in 6 quarters. The position peaked at $15K in Q3 2019. 1,226 funds tracked by Wall St. Rank hold GD as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining General Dynamics position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 38 General Dynamics shares in Q4 2020, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in General Dynamics in Q2 2019 and held it in 6 quarters.
  • Evolution Wealth Advisors's General Dynamics position peaked at $15K in Q3 2019.
  • 1,226 funds tracked by Wall St. Rank held General Dynamics as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.