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Legacy Financial Strategies’s General Dynamics GD Stock Holding History

Legacy Financial Strategies’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
Q1 		– Sell
-8,911
Closed -$2.21M – 73
2022
Q4 		$2.21M Buy
8,911
+460
+5% +$112K 0.91% 19
2022
Q3 		$1.79M Sell
8,451
-436
-5% -$98.5K 0.83% 21
2022
Q2 		$1.97M Buy
8,887
+305
+4% +$70.2K 0.97% 16
2022
Q1 		$2.07M Sell
8,582
-41
-0.5% -$9.11K 0.88% 17
2021
Q4 		$1.8M Buy
8,623
+207
+2% +$41.8K 0.78% 23
2021
Q3 		$1.65M Buy
8,416
+432
+5% +$84.6K 0.78% 18
2021
Q2 		$1.5M Buy
7,984
+380
+5% +$71.7K 0.72% 23
2021
Q1 		$1.38M Buy
7,604
+3,448
+83% +$563K 0.73% 20
2020
Q4 		$618K Sell
4,156
-1,683
-29% -$246K 0.32% 43
2020
Q3 		$808K Buy
5,839
+424
+8% +$62.6K 0.47% 39
2020
Q2 		$809K Buy
5,415
+639
+13% +$90.2K 0.62% 34
2020
Q1 		$632K Buy
4,776
+493
+12% +$81.9K 0.6% 33
2019
Q4 		$755K Buy
4,283
+408
+11% +$73.3K 0.61% 37
2019
Q3 		$678K Buy
3,875
+232
+6% +$43.1K 0.6% 32
2019
Q2 		$669K Buy
3,643
+168
+5% +$28.9K 0.62% 33
2019
Q1 		$588K Buy
3,475
+1,201
+53% +$202K 0.5% 37
2018
Q4 		$357K Sell
2,274
-382
-14% -$68.5K 0.35% 43
2018
Q3 		$478K Buy
2,656
+500
+23% +$97.8K 0.49% 35
2018
Q2 		$402K Buy
2,156
+231
+12% +$47.3K 0.36% 64
2018
Q1 		$425K Buy
+1,925
New +$419K 0.42% 49

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

Legacy Financial Strategies's GD Position: Q1 2023 in Review

Legacy Financial Strategies sold out of General Dynamics (GD) in Q1 2023, closing a stake of 8,911 shares — an estimated $2.21M sold.

Legacy Financial Strategies first reported a position in GD in Q1 2018 and held it in 20 quarters. The position peaked at $2.21M in Q4 2022. 1,545 funds tracked by Wall St. Rank hold GD as of Q1 2023.

  • Legacy Financial Strategies reported no remaining General Dynamics position as of Q1 2023 after selling out during the quarter.
  • Legacy Financial Strategies sold 8,911 General Dynamics shares in Q1 2023, an estimated $2.21M.
  • Legacy Financial Strategies first reported a position in General Dynamics in Q1 2018 and held it in 20 quarters.
  • Legacy Financial Strategies's General Dynamics position peaked at $2.21M in Q4 2022.
  • 1,545 funds tracked by Wall St. Rank held General Dynamics as of Q1 2023.

Based on Legacy Financial Strategies's 13F filing for Q1 2023, filed 10 May 2023.