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FinTrust Capital Advisors’s General Dynamics GD Stock Holding History

FinTrust Capital 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
Q3 		$225K Sell
744
-119
-14% -$35K 0.04% 294
2024
Q2 		$250K Hold
863
– – 0.05% 256
2024
Q1 		$244K Sell
863
-14
-2% -$3.74K 0.05% 261
2023
Q4 		$228K Buy
877
+57
+7% +$13.9K 0.05% 254
2023
Q3 		$181K Sell
820
-30
-4% -$6.64K 0.04% 272
2023
Q2 		$211K Hold
850
– – 0.05% 256
2023
Q1 		$211K Hold
850
– – 0.05% 253
2022
Q4 		$211K Sell
850
-35
-4% -$8.54K 0.05% 256
2022
Q3 		$210K Sell
885
-30
-3% -$6.78K 0.05% 260
2022
Q2 		$198K Buy
915
+24
+3% +$5.52K 0.05% 265
2022
Q1 		$215K Buy
891
+265
+42% +$58.8K 0.05% 274
2021
Q4 		$131K Buy
626
+59
+10% +$11.9K 0.03% 370
2021
Q3 		$111K Hold
567
– – 0.03% 393
2021
Q2 		$107K Hold
567
– – 0.03% 410
2021
Q1 		$103K Buy
567
+246
+77% +$40.2K 0.03% 406
2020
Q4 		$48K Sell
321
-30
-9% -$4.39K 0.02% 507
2020
Q3 		$49K Buy
351
+173
+97% +$25.5K 0.01% 495
2020
Q2 		$27K Sell
178
-111
-38% -$15.7K 0.01% 586
2020
Q1 		$38K Buy
289
+141
+95% +$23.4K 0.02% 494
2019
Q4 		$26K Buy
148
+1
+0.7% +$180 0.01% 583
2019
Q3 		$27K Hold
147
– – 0.01% 585
2019
Q2 		$27K Sell
147
-91
-38% -$15.7K 0.01% 535
2019
Q1 		$40K Sell
238
-54
-18% -$9.1K 0.02% 436
2018
Q4 		$46K Buy
+292
New +$52.3K 0.02% 398

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FinTrust Capital Advisors's GD Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its General Dynamics (GD) stake by 14% in Q3 2024, selling an estimated $35K and leaving 744 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #294.

FinTrust Capital Advisors first reported a position in GD in Q4 2018 and has held it in 24 quarters since. The position peaked at $250K in Q2 2024. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • FinTrust Capital Advisors held 744 shares of General Dynamics worth $225K as of Q3 2024.
  • FinTrust Capital Advisors sold 119 General Dynamics shares in Q3 2024, an estimated $35K.
  • General Dynamics made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #294 holding.
  • FinTrust Capital Advisors first reported a position in General Dynamics in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's General Dynamics position peaked at $250K in Q2 2024.
  • 1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.