FourThought Financial’s General Dynamics GD Stock Holding History

FourThought Financial’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 Q3	$515K	Sell	2,425 -330	-12%	-$74.6K	0.08%	172
2022 Q2	$610K	Buy	2,755 +368	+15%	+$84.7K	0.09%	157
2022 Q1	$576K	Buy	2,387 +313	+15%	+$69.5K	0.07%	176
2021 Q4	$432K	Sell	2,074 -96	-4%	-$19.4K	0.05%	218
2021 Q3	$425K	Sell	2,170 -90	-4%	-$17.6K	0.06%	224
2021 Q2	$425K	Buy	2,260 +72	+3%	+$13.6K	0.06%	233
2021 Q1	$397K	Sell	2,188 -7	-0.3%	-$1.14K	0.06%	241
2020 Q4	$326K	Buy	+2,195	New	+$321K	0.05%	266

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

FourThought Financial's GD Position: Q3 2022 in Review

FourThought Financial reduced its General Dynamics (GD) stake by 12% in Q3 2022, selling an estimated $74.6K and leaving 2,425 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #172.

FourThought Financial first reported a position in GD in Q4 2020 and has held it in 8 quarters since. The position peaked at $610K in Q2 2022. 1,438 funds tracked by Wall St. Rank hold GD as of Q3 2022.

FourThought Financial held 2,425 shares of General Dynamics worth $515K as of Q3 2022.
FourThought Financial sold 330 General Dynamics shares in Q3 2022, an estimated $74.6K.
General Dynamics made up 0.08% of FourThought Financial's portfolio in Q3 2022, its #172 holding.
FourThought Financial first reported a position in General Dynamics in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's General Dynamics position peaked at $610K in Q2 2022.
1,438 funds tracked by Wall St. Rank held General Dynamics as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.