Jupiter Wealth Management’s General Dynamics GD Stock Holding History

Jupiter Wealth Management’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	-20,975	Closed	-$3.8M	–	79
2019 Q4	$3.8M	Sell	20,975 -130	-0.6%	-$23.3K	1.84%	21
2019 Q3	$3.86M	Sell	21,105 -219	-1%	-$40.7K	2.06%	20
2019 Q2	$3.91M	Buy	21,324 +2	+0%	+$344	1.94%	23
2019 Q1	$3.77M	Buy	+21,322	New	+$3.59M	1.82%	23

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jupiter Wealth Management's GD Position: Q1 2020 in Review

Jupiter Wealth Management sold out of General Dynamics (GD) in Q1 2020, closing a stake of 20,975 shares — an estimated $3.8M sold.

Jupiter Wealth Management first reported a position in GD in Q1 2019 and held it in 4 quarters. The position peaked at $3.91M in Q2 2019. 1,091 funds tracked by Wall St. Rank hold GD as of Q1 2020.

Jupiter Wealth Management reported no remaining General Dynamics position as of Q1 2020 after selling out during the quarter.
Jupiter Wealth Management sold 20,975 General Dynamics shares in Q1 2020, an estimated $3.8M.
Jupiter Wealth Management first reported a position in General Dynamics in Q1 2019 and held it in 4 quarters.
Jupiter Wealth Management's General Dynamics position peaked at $3.91M in Q2 2019.
1,091 funds tracked by Wall St. Rank held General Dynamics as of Q1 2020.

Based on Jupiter Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.