HWM
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HighMark Wealth Management’s General Dynamics GD Stock Holding History

HighMark Wealth Management’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
2020
Q3 		– Sell
-22
Closed -$3K – 455
2020
Q2 		$3K Hold
22
– – ﹤0.01% 359
2020
Q1 		$2K Buy
+22
New +$3.65K ﹤0.01% 297

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighMark Wealth Management's GD Position: Q3 2020 in Review

HighMark Wealth Management sold out of General Dynamics (GD) in Q3 2020, closing a stake of 22 shares — an estimated $3K sold.

HighMark Wealth Management first reported a position in GD in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 1,130 funds tracked by Wall St. Rank hold GD as of Q3 2020.

  • HighMark Wealth Management reported no remaining General Dynamics position as of Q3 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 22 General Dynamics shares in Q3 2020, an estimated $3K.
  • HighMark Wealth Management first reported a position in General Dynamics in Q1 2020 and held it in 2 quarters.
  • HighMark Wealth Management's General Dynamics position peaked at $3K in Q2 2020.
  • 1,130 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on HighMark Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.