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Halpern Financial’s General Dynamics GD Stock Holding History

Halpern 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
2024
Q3 		– Sell
-14
Closed -$4.06K – 236
2024
Q2 		$4.06K Buy
+14
New +$4.1K ﹤0.01% 182
2021
Q4 		– Sell
-72
Closed -$14.1K – 268
2021
Q3 		$14.1K Buy
72
+49
+213% +$9.59K 0.01% 151
2021
Q2 		$4.33K Hold
23
– – ﹤0.01% 190
2021
Q1 		$4.18K Buy
+23
New +$3.76K ﹤0.01% 192

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Halpern Financial's GD Position: Q3 2024 in Review

Halpern Financial sold out of General Dynamics (GD) in Q3 2024, closing a stake of 14 shares — an estimated $4.06K sold.

Halpern Financial first reported a position in GD in Q1 2021 and held it in 4 quarters. The position peaked at $14.1K in Q3 2021. 1,801 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • Halpern Financial reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
  • Halpern Financial sold 14 General Dynamics shares in Q3 2024, an estimated $4.06K.
  • Halpern Financial first reported a position in General Dynamics in Q1 2021 and held it in 4 quarters.
  • Halpern Financial's General Dynamics position peaked at $14.1K in Q3 2021.
  • 1,801 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.