Lenox Wealth Advisors’s General Dynamics GD Stock Holding History

Lenox Wealth 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
2022 Q1	$25K	Buy	105 +8	+8%	+$1.78K	﹤0.01%	345
2021 Q4	$20K	Sell	97 -24	-20%	-$4.85K	﹤0.01%	396
2021 Q3	$24K	Hold	121	–	–	﹤0.01%	333
2021 Q2	$23K	Sell	121 -18	-13%	-$3.39K	﹤0.01%	333
2021 Q1	$25K	Buy	139 +48	+53%	+$7.84K	﹤0.01%	276
2020 Q4	$14K	Buy	91 +42	+86%	+$6.14K	﹤0.01%	371
2020 Q3	$7K	Sell	49 -85	-63%	-$12.6K	﹤0.01%	408
2020 Q2	$20K	Buy	134 +107	+396%	+$15.1K	﹤0.01%	293
2020 Q1	$4K	Hold	27	–	–	﹤0.01%	451
2019 Q4	$5K	Hold	27	–	–	﹤0.01%	480
2019 Q3	$5K	Hold	27	–	–	﹤0.01%	400
2019 Q2	$5K	Buy	+27	New	+$4.65K	﹤0.01%	313
2018 Q3	–	Sell	-51	Closed	-$10K	–	451
2018 Q2	$10K	Sell	51 -16	-24%	-$3.28K	﹤0.01%	358
2018 Q1	$15K	Buy	67 +51	+319%	+$11.1K	﹤0.01%	300
2017 Q4	$3K	Buy	+16	New	+$3.27K	﹤0.01%	283
2016 Q4	–	Sell	-200	Closed	-$31K	–	139
2016 Q3	$31K	Hold	200	–	–	0.01%	108
2016 Q2	$28K	Hold	200	–	–	0.01%	114
2016 Q1	$26K	Hold	200	–	–	0.01%	120
2015 Q4	$27K	Hold	200	–	–	0.01%	119
2015 Q3	$28K	Hold	200	–	–	0.01%	114
2015 Q2	$28K	Hold	200	–	–	0.01%	87
2015 Q1	$27K	Hold	200	–	–	0.01%	106
2014 Q4	$28K	Sell	200 -65	-25%	-$8.84K	0.01%	109
2014 Q3	$34K	Hold	265	–	–	0.02%	101
2014 Q2	$30K	Hold	265	–	–	0.01%	88
2014 Q1	$29K	Hold	265	–	–	0.02%	79
2013 Q4	$25K	Buy	265 +200	+308%	+$17.9K	0.02%	99
2013 Q3	$6K	Hold	65	–	–	0.01%	145
2013 Q2	$5K	Buy	+65	New	+$4.84K	0.01%	182

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Advisors's GD Position: Q1 2022 in Review

Lenox Wealth Advisors increased its General Dynamics (GD) stake by 8.2% in Q1 2022, buying an estimated $1.78K and bringing the position to 105 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Lenox Wealth Advisors first reported a position in GD in Q2 2013 and has held it in 29 quarters since. The position peaked at $34K in Q3 2014. 1,476 funds tracked by Wall St. Rank hold GD as of Q1 2022.

Lenox Wealth Advisors held 105 shares of General Dynamics worth $25K as of Q1 2022.
Lenox Wealth Advisors bought 8 General Dynamics shares in Q1 2022, an estimated $1.78K.
General Dynamics made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #345 holding.
Lenox Wealth Advisors first reported a position in General Dynamics in Q2 2013 and has held it in 29 quarters since.
Lenox Wealth Advisors's General Dynamics position peaked at $34K in Q3 2014.
1,476 funds tracked by Wall St. Rank held General Dynamics as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.