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Heritage Financial Services’s General Dynamics GD Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-168
Closed -$37K – 219
2022
Q2 		$37K Buy
+168
New +$38.7K 0.02% 184

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Financial Services's GD Position: Q3 2022 in Review

Heritage Financial Services sold out of General Dynamics (GD) in Q3 2022, closing a stake of 168 shares — an estimated $37K sold.

Heritage Financial Services first reported a position in GD in Q2 2022 and held it in 1 quarter. The position peaked at $37K in Q2 2022. 1,437 funds tracked by Wall St. Rank hold GD as of Q3 2022.

  • Heritage Financial Services reported no remaining General Dynamics position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 168 General Dynamics shares in Q3 2022, an estimated $37K.
  • Heritage Financial Services first reported a position in General Dynamics in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's General Dynamics position peaked at $37K in Q2 2022.
  • 1,437 funds tracked by Wall St. Rank held General Dynamics as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.