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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 – 271
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 $9.56B 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 $5.7T AUM 30.48% 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 $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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return