Goodwin Investment Advisory’s General Dynamics GD Stock Holding History

Goodwin Investment Advisory’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	-225	Closed	-$55.8K	–	140
2022 Q4	$55.8K	Hold	225	–	–	0.04%	82
2022 Q3	$48K	Hold	225	–	–	0.04%	85
2022 Q2	$49.8K	Hold	225	–	–	0.04%	66
2022 Q1	$54K	Hold	225	–	–	0.04%	76
2021 Q4	$47K	Hold	225	–	–	0.04%	80
2021 Q3	$44K	Hold	225	–	–	0.04%	78
2021 Q2	$42K	Hold	225	–	–	0.05%	77
2021 Q1	$41K	Buy	+225	New	+$36.8K	0.05%	84

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

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

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

Goodwin Investment Advisory's GD Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of General Dynamics (GD) in Q1 2023, closing a stake of 225 shares — an estimated $55.8K sold.

Goodwin Investment Advisory first reported a position in GD in Q1 2021 and held it in 8 quarters. The position peaked at $55.8K in Q4 2022. 1,544 funds tracked by Wall St. Rank hold GD as of Q1 2023.

Goodwin Investment Advisory reported no remaining General Dynamics position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 225 General Dynamics shares in Q1 2023, an estimated $55.8K.
Goodwin Investment Advisory first reported a position in General Dynamics in Q1 2021 and held it in 8 quarters.
Goodwin Investment Advisory's General Dynamics position peaked at $55.8K in Q4 2022.
1,544 funds tracked by Wall St. Rank held General Dynamics as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.