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Heritage Wealth Management (Arizona)’s General Dynamics GD Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$15.9K Buy
64
+49
+327% +$12K ﹤0.01% 716
2022
Q3 		$3K Buy
+15
New +$3.39K ﹤0.01% 821

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its General Dynamics (GD) stake by 327% in Q4 2022, buying an estimated $12K and bringing the position to 64 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Heritage Wealth Management (Arizona) first reported a position in GD in Q3 2022 and has held it in 2 quarters since. 1,577 funds tracked by Wall St. Rank hold GD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 64 shares of General Dynamics worth $15.9K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 49 General Dynamics shares in Q4 2022, an estimated $12K.
  • General Dynamics made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #716 holding.
  • Heritage Wealth Management (Arizona) first reported a position in General Dynamics in Q3 2022 and has held it in 2 quarters since.
  • 1,577 funds tracked by Wall St. Rank held General Dynamics as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.