HBW Advisory Services’s General Dynamics GD Stock Holding History

HBW Advisory Services’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 Q4	–	Sell	-1,257	Closed	-$278K	–	312
2023 Q3	$278K	Buy	+1,257	New	+$278K	0.06%	224
2020 Q3	–	Sell	-2,222	Closed	-$332K	–	213
2020 Q2	$332K	Sell	2,222 -287	-11%	-$40.5K	0.15%	131
2020 Q1	$332K	Buy	2,509 +299	+14%	+$49.7K	0.24%	83
2019 Q4	$390K	Buy	+2,210	New	+$397K	0.23%	90

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

HBW Advisory Services's GD Position: Q4 2023 in Review

HBW Advisory Services sold out of General Dynamics (GD) in Q4 2023, closing a stake of 1,257 shares — an estimated $278K sold.

HBW Advisory Services first reported a position in GD in Q4 2019 and held it in 4 quarters. The position peaked at $390K in Q4 2019. 1,686 funds tracked by Wall St. Rank hold GD as of Q4 2023.

HBW Advisory Services reported no remaining General Dynamics position as of Q4 2023 after selling out during the quarter.
HBW Advisory Services sold 1,257 General Dynamics shares in Q4 2023, an estimated $278K.
HBW Advisory Services first reported a position in General Dynamics in Q4 2019 and held it in 4 quarters.
HBW Advisory Services's General Dynamics position peaked at $390K in Q4 2019.
1,686 funds tracked by Wall St. Rank held General Dynamics as of Q4 2023.

Based on HBW Advisory Services's 13F filing for Q4 2023, filed 16 Jan 2024.