Intercontinental Wealth Advisors’s General Dynamics GD Stock Holding History

Intercontinental 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
2023 Q2	$539K	Buy	2,503 +49	+2%	+$10.6K	0.13%	177
2023 Q1	$560K	Sell	2,454 -66	-3%	-$15.2K	0.14%	172
2022 Q4	$625K	Sell	2,520 -467	-16%	-$114K	0.19%	127
2022 Q3	$634K	Sell	2,987 -358	-11%	-$80.9K	0.2%	114
2022 Q2	$740K	Hold	3,345	–	–	0.2%	106
2022 Q1	$807K	Sell	3,345 -211	-6%	-$46.9K	0.18%	110
2021 Q4	$741K	Sell	3,556 -3	-0.1%	-$606	0.16%	124
2021 Q3	$698K	Sell	3,559 -373	-9%	-$73K	0.16%	120
2021 Q2	$740K	Buy	3,932 +512	+15%	+$96.5K	0.15%	117
2021 Q1	$621K	Buy	3,420 +468	+16%	+$76.5K	0.14%	131
2020 Q4	$439K	Buy	+2,952	New	+$432K	0.11%	156
2020 Q1	–	Sell	-8	Closed	-$1K	–	213
2019 Q4	$1K	Sell	8 -35	-81%	-$6.28K	﹤0.01%	341
2019 Q3	$8K	Hold	43	–	–	﹤0.01%	359
2019 Q2	$8K	Hold	43	–	–	﹤0.01%	336
2019 Q1	$7K	Hold	43	–	–	﹤0.01%	370
2018 Q4	$7K	Buy	+43	New	+$7.71K	﹤0.01%	376

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intercontinental Wealth Advisors's GD Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its General Dynamics (GD) stake by 2% in Q2 2023, buying an estimated $10.6K and bringing the position to 2,503 shares worth $539K. The position accounts for 0.13% of the portfolio, ranked #177.

Intercontinental Wealth Advisors first reported a position in GD in Q4 2018 and has held it in 16 quarters since. The position peaked at $807K in Q1 2022. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

Intercontinental Wealth Advisors held 2,503 shares of General Dynamics worth $539K as of Q2 2023.
Intercontinental Wealth Advisors bought 49 General Dynamics shares in Q2 2023, an estimated $10.6K.
General Dynamics made up 0.13% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #177 holding.
Intercontinental Wealth Advisors first reported a position in General Dynamics in Q4 2018 and has held it in 16 quarters since.
Intercontinental Wealth Advisors's General Dynamics position peaked at $807K in Q1 2022.
1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.