Fortitude Advisory Group’s General Dynamics GD Stock Holding History

Fortitude Advisory Group’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	–	Sell	-931	Closed	-$242K	–	225
2023 Q4	$242K	Buy	931 +11	+1%	+$2.68K	0.15%	165
2023 Q3	$203K	Buy	+920	New	+$204K	0.14%	176
2023 Q2	–	Sell	-973	Closed	-$222K	–	218
2023 Q1	$222K	Buy	973 +15	+2%	+$3.47K	0.17%	170
2022 Q4	$238K	Hold	958	–	–	0.2%	155
2022 Q3	$203K	Buy	958 +15	+2%	+$3.39K	0.19%	170
2022 Q2	$209K	Buy	943 +108	+13%	+$24.9K	0.19%	165
2022 Q1	$201K	Buy	835 +41	+5%	+$9.11K	0.11%	197
2021 Q4	$166K	Buy	+794	New	+$160K	0.08%	237

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fortitude Advisory Group's GD Position: Q1 2024 in Review

Fortitude Advisory Group sold out of General Dynamics (GD) in Q1 2024, closing a stake of 931 shares — an estimated $242K sold.

Fortitude Advisory Group first reported a position in GD in Q4 2021 and held it in 8 quarters. The position peaked at $242K in Q4 2023. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

Fortitude Advisory Group reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
Fortitude Advisory Group sold 931 General Dynamics shares in Q1 2024, an estimated $242K.
Fortitude Advisory Group first reported a position in General Dynamics in Q4 2021 and held it in 8 quarters.
Fortitude Advisory Group's General Dynamics position peaked at $242K in Q4 2023.
1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Fortitude Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.