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First Personal Financial Services’s General Dynamics GD Stock Holding History

First Personal Financial Services’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 		$182K Buy
601
+1
+0.2% +$294 0.04% 130
2024
Q2 		$174K Hold
600
– – 0.04% 124
2024
Q1 		$169K Hold
600
– – 0.04% 125
2023
Q4 		$156K Hold
600
– – 0.04% 130
2023
Q3 		$133K Hold
600
– – 0.03% 133
2023
Q2 		$129K Hold
600
– – 0.03% 132
2023
Q1 		$137K Sell
600
-96
-14% -$22.2K 0.04% 129
2022
Q4 		$173K Hold
696
– – 0.05% 119
2022
Q3 		$148K Hold
696
– – 0.04% 120
2022
Q2 		$154K Hold
696
– – 0.04% 114
2022
Q1 		$168K Sell
696
-1
-0.1% -$222 0.04% 120
2021
Q4 		$145K Buy
+697
New +$141K 0.03% 132
2020
Q1 		– Sell
-14
Closed -$2K – 385
2019
Q4 		$2K Hold
14
– – ﹤0.01% 367
2019
Q3 		$3K Hold
14
– – ﹤0.01% 406
2019
Q2 		$3K Buy
+14
New +$2.41K ﹤0.01% 635
2018
Q2 		– Sell
-262
Closed -$58K – 766
2018
Q1 		$58K Sell
262
-71
-21% -$15.4K 0.01% 408
2017
Q4 		$68K Sell
333
-1,034
-76% -$211K 0.01% 410
2017
Q3 		$281K Buy
1,367
+151
+12% +$30.3K 0.06% 187
2017
Q2 		$241K Buy
1,216
+223
+22% +$43.7K 0.05% 201
2017
Q1 		$186K Sell
993
-448
-31% -$82.8K 0.04% 203
2016
Q4 		$249K Buy
1,441
+1,118
+346% +$183K 0.07% 168
2016
Q3 		$50K Hold
323
– – 0.01% 273
2016
Q2 		$45K Buy
+323
New +$45K 0.02% 282
2016
Q1 		– Sell
-15
Closed -$2K – 341
2015
Q4 		$2K Sell
15
-25
-63% -$3.57K ﹤0.01% 366
2015
Q3 		$6K Sell
40
-34
-46% -$4.92K ﹤0.01% 311
2015
Q2 		$11K Hold
74
– – 0.01% 274
2015
Q1 		$11K Hold
74
– – 0.01% 270
2014
Q4 		$10K Buy
+74
New +$10.1K 0.01% 253

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 $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Personal Financial Services's GD Position: Q3 2024 in Review

First Personal Financial Services increased its General Dynamics (GD) stake by 0.17% in Q3 2024, buying an estimated $294 and bringing the position to 601 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #130.

First Personal Financial Services first reported a position in GD in Q4 2014 and has held it in 28 quarters since. The position peaked at $281K in Q3 2017. 1,800 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • First Personal Financial Services held 601 shares of General Dynamics worth $182K as of Q3 2024.
  • First Personal Financial Services bought 1 General Dynamics share in Q3 2024, an estimated $294.
  • General Dynamics made up 0.04% of First Personal Financial Services's portfolio in Q3 2024, its #130 holding.
  • First Personal Financial Services first reported a position in General Dynamics in Q4 2014 and has held it in 28 quarters since.
  • First Personal Financial Services's General Dynamics position peaked at $281K in Q3 2017.
  • 1,800 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.