Financial Synergies Wealth Advisors’s General Dynamics GD Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-102	Closed	-$28.9K	–	211
2024 Q1	$28.9K	Buy	+102	New	+$27.3K	﹤0.01%	163
2023 Q4	–	Sell	-102	Closed	-$22.5K	–	500
2023 Q3	$22.5K	Buy	102 +1	+1%	+$221	﹤0.01%	162
2023 Q2	$21.8K	Hold	101	–	–	﹤0.01%	157
2023 Q1	$23.1K	Buy	+101	New	+$23.3K	﹤0.01%	162

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

Financial Synergies Wealth Advisors's GD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of General Dynamics (GD) in Q2 2024, closing a stake of 102 shares — an estimated $28.9K sold.

Financial Synergies Wealth Advisors first reported a position in GD in Q1 2023 and held it in 4 quarters. The position peaked at $28.9K in Q1 2024. 1,770 funds tracked by Wall St. Rank hold GD as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining General Dynamics position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 102 General Dynamics shares in Q2 2024, an estimated $28.9K.
Financial Synergies Wealth Advisors first reported a position in General Dynamics in Q1 2023 and held it in 4 quarters.
Financial Synergies Wealth Advisors's General Dynamics position peaked at $28.9K in Q1 2024.
1,770 funds tracked by Wall St. Rank held General Dynamics as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.