Fortis Advisors’s General Dynamics GD Stock Holding History

Fortis 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
2022 Q4	–	Sell	-437	Closed	-$93K	–	266
2022 Q3	$93K	Hold	437	–	–	0.07%	124
2022 Q2	$97K	Hold	437	–	–	0.06%	129
2022 Q1	$105K	Buy	+437	New	+$97K	0.06%	154
2020 Q3	–	Sell	-750	Closed	-$112K	–	162
2020 Q2	$112K	Buy	750 +191	+34%	+$27K	0.11%	78
2020 Q1	$74K	Buy	559 +59	+12%	+$9.8K	0.05%	160
2019 Q4	$88K	Hold	500	–	–	0.05%	185
2019 Q3	$91K	Hold	500	–	–	0.04%	184
2019 Q2	$91K	Hold	500	–	–	0.04%	187
2019 Q1	$85K	Hold	500	–	–	0.04%	185
2018 Q4	$79K	Hold	500	–	–	0.05%	188
2018 Q3	$102K	Hold	500	–	–	0.06%	148
2018 Q2	$93K	Hold	500	–	–	0.05%	159
2018 Q1	$110K	Hold	500	–	–	0.06%	126
2017 Q4	$102K	Hold	500	–	–	0.06%	136
2017 Q3	$103K	Buy	+500	New	+$100K	0.07%	116

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fortis Advisors's GD Position: Q4 2022 in Review

Fortis Advisors sold out of General Dynamics (GD) in Q4 2022, closing a stake of 437 shares — an estimated $93K sold.

Fortis Advisors first reported a position in GD in Q3 2017 and held it in 15 quarters. The position peaked at $112K in Q2 2020. 1,577 funds tracked by Wall St. Rank hold GD as of Q4 2022.

Fortis Advisors reported no remaining General Dynamics position as of Q4 2022 after selling out during the quarter.
Fortis Advisors sold 437 General Dynamics shares in Q4 2022, an estimated $93K.
Fortis Advisors first reported a position in General Dynamics in Q3 2017 and held it in 15 quarters.
Fortis Advisors's General Dynamics position peaked at $112K in Q2 2020.
1,577 funds tracked by Wall St. Rank held General Dynamics as of Q4 2022.

Based on Fortis Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.