Granite Bay Wealth Management’s General Dynamics GD Stock Holding History

Granite Bay Wealth Management’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 Q2	–	Sell	-1,034	Closed	-$236K	–	54
2023 Q1	$236K	Hold	1,034	–	–	0.16%	67
2022 Q4	$257K	Hold	1,034	–	–	0.17%	53
2022 Q3	$219K	Hold	1,034	–	–	0.18%	54
2022 Q2	$229K	Buy	+1,034	New	+$238K	0.18%	51

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Granite Bay Wealth Management's GD Position: Q2 2023 in Review

Granite Bay Wealth Management sold out of General Dynamics (GD) in Q2 2023, closing a stake of 1,034 shares — an estimated $236K sold.

Granite Bay Wealth Management first reported a position in GD in Q2 2022 and held it in 4 quarters. The position peaked at $257K in Q4 2022. 1,527 funds tracked by Wall St. Rank hold GD as of Q2 2023.

Granite Bay Wealth Management reported no remaining General Dynamics position as of Q2 2023 after selling out during the quarter.
Granite Bay Wealth Management sold 1,034 General Dynamics shares in Q2 2023, an estimated $236K.
Granite Bay Wealth Management first reported a position in General Dynamics in Q2 2022 and held it in 4 quarters.
Granite Bay Wealth Management's General Dynamics position peaked at $257K in Q4 2022.
1,527 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.