FAIM
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Financial Advocates Investment Management’s General Dynamics GD Stock Holding History

Financial Advocates Investment Management’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
2025
Q1 		– Sell
-824
Closed -$217K – 746
2024
Q4 		$217K Buy
824
+114
+16% +$32.8K 0.01% 682
2024
Q3 		$215K Buy
+710
New +$209K 0.01% 697
2024
Q2 		– Sell
-1,234
Closed -$349K – 777
2024
Q1 		$349K Sell
1,234
-14
-1% -$3.74K 0.02% 542
2023
Q4 		$324K Buy
1,248
+13
+1% +$3.17K 0.02% 533
2023
Q3 		$273K Buy
1,235
+2
+0.2% +$442 0.02% 554
2023
Q2 		$265K Sell
1,233
-2
-0.2% -$432 0.02% 555
2023
Q1 		$282K Hold
1,235
– – 0.02% 572
2022
Q4 		$306K Buy
1,235
+10
+0.8% +$2.44K 0.02% 562
2022
Q3 		$260K Sell
1,225
-6,222
-84% -$1.41M 0.02% 592
2022
Q2 		$1.65M Buy
7,447
+6,016
+420% +$1.38M 0.13% 191
2022
Q1 		$345K Buy
1,431
+1
+0.1% +$222 0.02% 538
2021
Q4 		$299K Buy
1,430
+91
+7% +$18.4K 0.02% 637
2021
Q3 		$262K Sell
1,339
-31,779
-96% -$6.22M 0.02% 636
2021
Q2 		$1.25M Buy
+33,118
New +$6.25M 0.08% 279
2020
Q1 		– Sell
-1,181
Closed -$208K – 501
2019
Q4 		$208K Buy
+1,181
New +$212K 0.02% 481
2018
Q4 		– Sell
-1,316
Closed -$269K – 458
2018
Q3 		$269K Sell
1,316
-43
-3% -$8.41K 0.03% 420
2018
Q2 		$255K Sell
1,359
-419
-24% -$85.8K 0.03% 408
2018
Q1 		$393K Buy
1,778
+105
+6% +$22.8K 0.05% 304
2017
Q4 		$341K Buy
+1,673
New +$342K 0.05% 328

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's GD Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of General Dynamics (GD) in Q1 2025, closing a stake of 824 shares — an estimated $217K sold.

Financial Advocates Investment Management first reported a position in GD in Q4 2017 and held it in 19 quarters. The position peaked at $1.65M in Q2 2022. 1,829 funds tracked by Wall St. Rank hold GD as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining General Dynamics position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 824 General Dynamics shares in Q1 2025, an estimated $217K.
  • Financial Advocates Investment Management first reported a position in General Dynamics in Q4 2017 and held it in 19 quarters.
  • Financial Advocates Investment Management's General Dynamics position peaked at $1.65M in Q2 2022.
  • 1,829 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.