JWCA
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J.W. Coons Advisors’s General Dynamics GD Stock Holding History

J.W. Coons 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
Q4 		– Sell
-735
Closed -$222K – 238
2024
Q3 		$222K Sell
735
-1,110
-60% -$326K 0.06% 222
2024
Q2 		$535K Sell
1,845
-355
-16% -$104K 0.13% 136
2024
Q1 		$621K Sell
2,200
-328
-13% -$87.7K 0.14% 128
2023
Q4 		$656K Sell
2,528
-46
-2% -$11.2K 0.18% 123
2023
Q3 		$569K Sell
2,574
-672
-21% -$149K 0.16% 127
2023
Q2 		$698K Sell
3,246
-2,830
-47% -$611K 0.19% 116
2023
Q1 		$1.39M Buy
6,076
+357
+6% +$82.5K 0.4% 63
2022
Q4 		$1.42M Buy
5,719
+440
+8% +$107K 0.42% 59
2022
Q3 		$1.12M Buy
5,279
+705
+15% +$159K 0.42% 68
2022
Q2 		$1.01M Buy
4,574
+475
+12% +$109K 0.36% 72
2022
Q1 		$987K Buy
4,099
+353
+9% +$78.4K 0.29% 83
2021
Q4 		$781K Buy
3,746
+2,245
+150% +$453K 0.24% 109
2021
Q3 		$295K Buy
+1,501
New +$294K 0.1% 179

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

J.W. Coons Advisors's GD Position: Q4 2024 in Review

J.W. Coons Advisors sold out of General Dynamics (GD) in Q4 2024, closing a stake of 735 shares — an estimated $222K sold.

J.W. Coons Advisors first reported a position in GD in Q3 2021 and held it in 13 quarters. The position peaked at $1.42M in Q4 2022. 1,846 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • J.W. Coons Advisors reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 735 General Dynamics shares in Q4 2024, an estimated $222K.
  • J.W. Coons Advisors first reported a position in General Dynamics in Q3 2021 and held it in 13 quarters.
  • J.W. Coons Advisors's General Dynamics position peaked at $1.42M in Q4 2022.
  • 1,846 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on J.W. Coons Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.