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Level Financial Advisors’s General Dynamics GD Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-91
Closed -$23.6K – 140
2023
Q4 		$23.6K Hold
91
– – 0.01% 151
2023
Q3 		$20.1K Hold
91
– – 0.01% 151
2023
Q2 		$19.6K Hold
91
– – 0.01% 147
2023
Q1 		$20.8K Hold
91
– – 0.01% 131
2022
Q4 		$23K Hold
91
– – 0.02% 121
2022
Q3 		$19K Hold
91
– – 0.01% 139
2022
Q2 		$20K Hold
91
– – 0.01% 144
2022
Q1 		$22K Hold
91
– – 0.02% 121
2021
Q4 		$19K Buy
+91
New +$18.4K 0.01% 134

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Level Financial Advisors's GD Position: Q1 2024 in Review

Level Financial Advisors sold out of General Dynamics (GD) in Q1 2024, closing a stake of 91 shares — an estimated $23.6K sold.

Level Financial Advisors first reported a position in GD in Q4 2021 and held it in 9 quarters. The position peaked at $23.6K in Q4 2023. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • Level Financial Advisors reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 91 General Dynamics shares in Q1 2024, an estimated $23.6K.
  • Level Financial Advisors first reported a position in General Dynamics in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's General Dynamics position peaked at $23.6K in Q4 2023.
  • 1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.