LA
GD icon

Latitude Advisors’s General Dynamics GD Stock Holding History

Latitude 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 		– Sell
-978
Closed -$223K – 184
2023
Q1 		$223K Hold
978
– – 0.16% 147
2022
Q4 		$243K Sell
978
-104
-10% -$25.4K 0.18% 131
2022
Q3 		$230K Hold
1,082
– – 0.19% 122
2022
Q2 		$239K Sell
1,082
-2,165
-67% -$498K 0.22% 115
2022
Q1 		$783K Buy
3,247
+1,075
+49% +$239K 0.18% 118
2021
Q4 		$453K Sell
2,172
-2
-0.1% -$404 0.13% 166
2021
Q3 		$426K Buy
+2,174
New +$426K 0.13% 151
2021
Q1 		– Sell
-4,001
Closed -$595K – 165
2020
Q4 		$595K Buy
+4,001
New +$585K 0.53% 47

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BlackRock
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Wellington Management Group
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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return