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JOYN Advisors’s General Dynamics GD Stock Holding History

JOYN 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
2020
Q1 		– Sell
-1,252
Closed -$221K – 123
2019
Q4 		$221K Sell
1,252
-14
-1% -$2.51K 0.05% 109
2019
Q3 		$231K Buy
1,266
+105
+9% +$19.5K 0.05% 96
2019
Q2 		$205K Buy
+1,161
New +$200K 0.05% 118
2019
Q1 		– Sell
-1,020
Closed -$160K – 596
2018
Q4 		$160K Buy
1,020
+42
+4% +$7.53K 0.04% 137
2018
Q3 		$200K Buy
978
+40
+4% +$7.83K 0.04% 144
2018
Q2 		$175K Buy
938
+97
+12% +$19.9K 0.04% 155
2018
Q1 		$186K Buy
+841
New +$183K 0.04% 137

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JOYN Advisors's GD Position: Q1 2020 in Review

JOYN Advisors sold out of General Dynamics (GD) in Q1 2020, closing a stake of 1,252 shares — an estimated $221K sold.

JOYN Advisors first reported a position in GD in Q1 2018 and held it in 7 quarters. The position peaked at $231K in Q3 2019. 1,091 funds tracked by Wall St. Rank hold GD as of Q1 2020.

  • JOYN Advisors reported no remaining General Dynamics position as of Q1 2020 after selling out during the quarter.
  • JOYN Advisors sold 1,252 General Dynamics shares in Q1 2020, an estimated $221K.
  • JOYN Advisors first reported a position in General Dynamics in Q1 2018 and held it in 7 quarters.
  • JOYN Advisors's General Dynamics position peaked at $231K in Q3 2019.
  • 1,091 funds tracked by Wall St. Rank held General Dynamics as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.