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Impact Partnership Wealth’s General Dynamics GD Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-13
Closed -$3.48K – 699
2023
Q4 		$3.39K Sell
13
-120
-90% -$29.3K ﹤0.01% 623
2023
Q3 		$29.4K Buy
133
+107
+412% +$23.7K 0.01% 452
2023
Q2 		$5.59K Buy
+26
New +$5.61K ﹤0.01% 487

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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 $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Impact Partnership Wealth's GD Position: Q1 2024 in Review

Impact Partnership Wealth sold out of General Dynamics (GD) in Q1 2024, closing a stake of 13 shares — an estimated $3.48K sold.

Impact Partnership Wealth first reported a position in GD in Q2 2023 and held it in 3 quarters. The position peaked at $29.4K in Q3 2023. 1,754 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • Impact Partnership Wealth reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 13 General Dynamics shares in Q1 2024, an estimated $3.48K.
  • Impact Partnership Wealth first reported a position in General Dynamics in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's General Dynamics position peaked at $29.4K in Q3 2023.
  • 1,754 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.