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LGT Financial Advisors’s General Dynamics GD Stock Holding History

LGT 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
2023
Q4 		– Sell
-7
Closed -$1.55K – 895
2023
Q3 		$1.55K Buy
+7
New +$1.55K ﹤0.01% 857

Other funds holding GD

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's GD Position: Q4 2023 in Review

LGT Financial Advisors sold out of General Dynamics (GD) in Q4 2023, closing a stake of 7 shares — an estimated $1.55K sold.

LGT Financial Advisors first reported a position in GD in Q3 2023 and held it in 1 quarter. The position peaked at $1.55K in Q3 2023. 1,685 funds tracked by Wall St. Rank hold GD as of Q4 2023.

  • LGT Financial Advisors reported no remaining General Dynamics position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 7 General Dynamics shares in Q4 2023, an estimated $1.55K.
  • LGT Financial Advisors first reported a position in General Dynamics in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's General Dynamics position peaked at $1.55K in Q3 2023.
  • 1,685 funds tracked by Wall St. Rank held General Dynamics as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.