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Heritage Oak Wealth Advisors’s General Dynamics GD Stock Holding History

Heritage Oak 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
2024
Q4 		– Sell
-891
Closed -$269K – 107
2024
Q3 		$269K Buy
+891
New +$262K 0.12% 116

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Oak Wealth Advisors's GD Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of General Dynamics (GD) in Q4 2024, closing a stake of 891 shares — an estimated $269K sold.

Heritage Oak Wealth Advisors first reported a position in GD in Q3 2024 and held it in 1 quarter. The position peaked at $269K in Q3 2024. 1,849 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 891 General Dynamics shares in Q4 2024, an estimated $269K.
  • Heritage Oak Wealth Advisors first reported a position in General Dynamics in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's General Dynamics position peaked at $269K in Q3 2024.
  • 1,849 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.