FW
GD icon

FirstPurpose Wealth’s General Dynamics GD Stock Holding History

FirstPurpose Wealth’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
Q1 		$390K Sell
1,343
-29
-2% -$7.76K 0.14% 132
2023
Q4 		$356K Sell
1,372
-32
-2% -$7.81K 0.14% 137
2023
Q3 		$310K Sell
1,404
-26
-2% -$5.75K 0.13% 133
2023
Q2 		$308K Sell
1,430
-5
-0.3% -$1.08K 0.13% 135
2023
Q1 		$327K Buy
1,435
+112
+8% +$25.9K 0.16% 112
2022
Q4 		$328K Sell
1,323
-86
-6% -$21K 0.18% 104
2022
Q3 		$299K Buy
1,409
+155
+12% +$35K 0.2% 93
2022
Q2 		$277K Buy
+1,254
New +$289K 0.19% 99

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FirstPurpose Wealth's GD Position: Q1 2024 in Review

FirstPurpose Wealth reduced its General Dynamics (GD) stake by 2.1% in Q1 2024, selling an estimated $7.76K and leaving 1,343 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #132.

FirstPurpose Wealth first reported a position in GD in Q2 2022 and has held it in 8 quarters since. 1,753 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • FirstPurpose Wealth held 1,343 shares of General Dynamics worth $390K as of Q1 2024.
  • FirstPurpose Wealth sold 29 General Dynamics shares in Q1 2024, an estimated $7.76K.
  • General Dynamics made up 0.14% of FirstPurpose Wealth's portfolio in Q1 2024, its #132 holding.
  • FirstPurpose Wealth first reported a position in General Dynamics in Q2 2022 and has held it in 8 quarters since.
  • 1,753 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.