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Laurel Wealth Advisors (California)’s General Dynamics GD Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$1.26M Sell
5,080
-568
-10% -$139K 0.12% 177
2022
Q3 		$1.2M Buy
5,648
+142
+3% +$32.1K 0.13% 175
2022
Q2 		$1.22M Sell
5,506
-4,653
-46% -$1.07M 0.12% 188
2022
Q1 		$2.45M Sell
10,159
-1,997
-16% -$443K 0.2% 111
2021
Q4 		$2.54M Buy
12,156
+8,493
+232% +$1.72M 0.2% 118
2021
Q3 		$718K Buy
3,663
+1,815
+98% +$355K 0.13% 182
2021
Q2 		$348K Buy
+1,848
New +$348K 0.05% 362
2020
Q3 		– Sell
-1,417
Closed -$211K – 397
2020
Q2 		$211K Buy
+1,417
New +$200K 0.04% 368
2020
Q1 		– Sell
-1,332
Closed -$235K – 390
2019
Q4 		$235K Sell
1,332
-794
-37% -$143K 0.04% 411
2019
Q3 		$389K Buy
2,126
+850
+67% +$158K 0.07% 299
2019
Q2 		$232K Buy
+1,276
New +$220K 0.05% 357
2018
Q4 		– Sell
-1,040
Closed -$212K – 378
2018
Q3 		$212K Sell
1,040
-1,718
-62% -$336K 0.05% 360
2018
Q2 		$513K Buy
2,758
+708
+35% +$145K 0.14% 171
2018
Q1 		$452K Sell
2,050
-1,133
-36% -$246K 0.14% 176
2017
Q4 		$647K Buy
3,183
+2,281
+253% +$466K 0.19% 131
2017
Q3 		$185K Buy
+902
New +$181K 0.06% 296

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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 $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its General Dynamics (GD) stake by 10% in Q4 2022, selling an estimated $139K and leaving 5,080 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #177.

Laurel Wealth Advisors (California) first reported a position in GD in Q3 2017 and has held it in 16 quarters since. The position peaked at $2.54M in Q4 2021. 1,577 funds tracked by Wall St. Rank hold GD as of Q4 2022.

  • Laurel Wealth Advisors (California) held 5,080 shares of General Dynamics worth $1.26M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 568 General Dynamics shares in Q4 2022, an estimated $139K.
  • General Dynamics made up 0.12% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #177 holding.
  • Laurel Wealth Advisors (California) first reported a position in General Dynamics in Q3 2017 and has held it in 16 quarters since.
  • Laurel Wealth Advisors (California)'s General Dynamics position peaked at $2.54M in Q4 2021.
  • 1,577 funds tracked by Wall St. Rank held General Dynamics as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.