HWA
GD icon

HCR Wealth Advisors’s General Dynamics GD Stock Holding History

HCR Wealth Advisors’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
2019
Q2 		– Sell
-17,878
Closed -$192K – 167
2019
Q1 		$192K Buy
+17,878
New +$3.01M 0.06% 163
2018
Q4 		– Sell
-1,109
Closed -$226K – 161
2018
Q3 		$226K Sell
1,109
-60
-5% -$11.7K 0.07% 140
2018
Q2 		$224K Sell
1,169
-100
-8% -$20.5K 0.07% 152
2018
Q1 		$280K Buy
1,269
+110
+9% +$23.9K 0.1% 138
2017
Q4 		$236K Sell
1,159
-44
-4% -$8.99K 0.08% 150
2017
Q3 		$247K Hold
1,203
– – 0.1% 138
2017
Q2 		$238K Sell
1,203
-25
-2% -$4.9K 0.12% 119
2017
Q1 		$230K Buy
1,228
+39
+3% +$7.21K 0.12% 131
2016
Q4 		$205K Buy
+1,189
New +$195K 0.11% 135

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return