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IBEX Wealth Advisors’s General Dynamics GD Stock Holding History

IBEX 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
Q3 		– Sell
-20
Closed -$5.8K – 142
2024
Q2 		$5.8K Sell
20
-8,378
-100% -$2.45M ﹤0.01% 250
2024
Q1 		$2.08M Buy
+8,398
New +$2.25M 0.56% 56
2023
Q1 		– Sell
-8,398
Closed -$2.08M – 121
2022
Q4 		$2.08M Buy
8,398
+40
+0.5% +$9.76K 0.47% 68
2022
Q3 		$1.77M Buy
+8,358
New +$1.89M 0.46% 73
2022
Q2 		– Sell
-10,816
Closed -$2.61M – 166
2022
Q1 		$2.61M Buy
+10,816
New +$2.4M 0.5% 73
2018
Q4 		– Sell
-19,496
Closed -$4.01M – 87
2018
Q3 		$4.01M Sell
19,496
-4,522
-19% -$885K 1.43% 28
2018
Q2 		$5.26M Hold
24,018
– – 2.1% 10
2018
Q1 		$5.26M Sell
24,018
-284
-1% -$61.8K 2.13% 10
2017
Q4 		$4.97M Sell
24,302
-709
-3% -$145K 2.2% 13
2017
Q3 		$5.34M Sell
25,011
-227
-0.9% -$45.5K 1.98% 9
2017
Q2 		$5.07M Buy
25,238
+1,211
+5% +$237K 2% 10
2017
Q1 		$4.46M Buy
24,027
+823
+4% +$152K 2.75% 9
2016
Q4 		$4.14M Buy
23,204
+264
+1% +$43.2K 1.98% 7
2016
Q3 		$3.56M Buy
+22,940
New +$3.42M 1.95% 14

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IBEX Wealth Advisors's GD Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of General Dynamics (GD) in Q3 2024, closing a stake of 20 shares — an estimated $5.8K sold.

IBEX Wealth Advisors first reported a position in GD in Q3 2016 and held it in 14 quarters. The position peaked at $5.34M in Q3 2017. 1,800 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 20 General Dynamics shares in Q3 2024, an estimated $5.8K.
  • IBEX Wealth Advisors first reported a position in General Dynamics in Q3 2016 and held it in 14 quarters.
  • IBEX Wealth Advisors's General Dynamics position peaked at $5.34M in Q3 2017.
  • 1,800 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.