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Laurel Wealth Planning’s General Dynamics GD Stock Holding History

Laurel Wealth Planning’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
Q3 		– Sell
-16
Closed -$4K – 225
2022
Q2 		$4K Buy
+16
New +$3.68K ﹤0.01% 191

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laurel Wealth Planning's GD Position: Q3 2022 in Review

Laurel Wealth Planning sold out of General Dynamics (GD) in Q3 2022, closing a stake of 16 shares — an estimated $4K sold.

Laurel Wealth Planning first reported a position in GD in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 1,437 funds tracked by Wall St. Rank hold GD as of Q3 2022.

  • Laurel Wealth Planning reported no remaining General Dynamics position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 16 General Dynamics shares in Q3 2022, an estimated $4K.
  • Laurel Wealth Planning first reported a position in General Dynamics in Q2 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's General Dynamics position peaked at $4K in Q2 2022.
  • 1,437 funds tracked by Wall St. Rank held General Dynamics as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.