Icon Wealth Partners’s General Dynamics GD Stock Holding History

Icon Wealth Partners’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
2023 Q3	$115K	Hold	520	–	–	0.01%	369
2023 Q2	$112K	Hold	520	–	–	0.01%	391
2023 Q1	$119K	Buy	+520	New	+$120K	0.01%	379
2019 Q2	–	Sell	-434	Closed	-$73K	–	389
2019 Q1	$73K	Buy	+434	New	+$73.1K	0.03%	286
2018 Q4	–	Sell	-692	Closed	-$142K	–	232
2018 Q3	$142K	Buy	692 +265	+62%	+$51.9K	0.06%	215
2018 Q2	$80K	Sell	427 -35	-8%	-$7.17K	0.03%	282
2018 Q1	$102K	Hold	462	–	–	0.05%	251
2017 Q4	$94K	Buy	+462	New	+$94.4K	0.05%	285

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Icon Wealth Partners's GD Position: Q3 2023 in Review

Icon Wealth Partners held its General Dynamics (GD) position steady in Q3 2023 at 520 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #369.

Icon Wealth Partners first reported a position in GD in Q4 2017 and has held it in 8 quarters since. The position peaked at $142K in Q3 2018. 1,516 funds tracked by Wall St. Rank hold GD as of Q3 2023.

Icon Wealth Partners held 520 shares of General Dynamics worth $115K as of Q3 2023.
Icon Wealth Partners left its General Dynamics share count unchanged in Q3 2023.
General Dynamics made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #369 holding.
Icon Wealth Partners first reported a position in General Dynamics in Q4 2017 and has held it in 8 quarters since.
Icon Wealth Partners's General Dynamics position peaked at $142K in Q3 2018.
1,516 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.