FFP
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Forbes Financial Planning’s General Dynamics GD Stock Holding History

Forbes Financial Planning’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
2023
Q1 		– Sell
-6,236
Closed -$1.32M – 32
2022
Q4 		$1.32M Hold
6,236
– – 1.92% 17
2022
Q3 		$1.32M Sell
6,236
-15
-0.2% -$3.39K 1.92% 17
2022
Q2 		$1.38M Buy
+6,251
New +$1.44M 1.98% 17

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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Forbes Financial Planning's GD Position: Q1 2023 in Review

Forbes Financial Planning sold out of General Dynamics (GD) in Q1 2023, closing a stake of 6,236 shares — an estimated $1.32M sold.

Forbes Financial Planning first reported a position in GD in Q2 2022 and held it in 3 quarters. The position peaked at $1.38M in Q2 2022. 1,545 funds tracked by Wall St. Rank hold GD as of Q1 2023.

  • Forbes Financial Planning reported no remaining General Dynamics position as of Q1 2023 after selling out during the quarter.
  • Forbes Financial Planning sold 6,236 General Dynamics shares in Q1 2023, an estimated $1.32M.
  • Forbes Financial Planning first reported a position in General Dynamics in Q2 2022 and held it in 3 quarters.
  • Forbes Financial Planning's General Dynamics position peaked at $1.38M in Q2 2022.
  • 1,545 funds tracked by Wall St. Rank held General Dynamics as of Q1 2023.

Based on Forbes Financial Planning's 13F filing for Q1 2023, filed 5 May 2023.