Liberty Wealth Management’s General Dynamics GD Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-174	Closed	-$34K	–	520
2021 Q3	$34K	Buy	174 +18	+12%	+$3.52K	0.01%	505
2021 Q2	$29K	Buy	156 +1	+0.6%	+$189	0.01%	424
2021 Q1	$22K	Hold	155	–	–	0.01%	442
2020 Q4	$22K	Buy	155 +12	+8%	+$1.75K	0.01%	439
2020 Q3	$20K	Buy	143 +1	+0.7%	+$148	0.01%	400
2020 Q2	$21K	Sell	142 -7	-5%	-$988	0.01%	374
2020 Q1	$20K	Sell	149 -39	-21%	-$6.48K	0.02%	356
2019 Q4	$33K	Buy	188 +35	+23%	+$6.28K	0.03%	326
2019 Q3	$28K	Buy	153 +22	+17%	+$4.09K	0.03%	335
2019 Q2	$24K	Hold	131	–	–	0.02%	377
2019 Q1	$22K	Buy	131 +1	+0.8%	+$168	0.02%	334
2018 Q4	$20K	Buy	+130	New	+$23.3K	0.01%	327

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Wealth Management's GD Position: Q4 2021 in Review

Liberty Wealth Management sold out of General Dynamics (GD) in Q4 2021, closing a stake of 174 shares — an estimated $34K sold.

Liberty Wealth Management first reported a position in GD in Q4 2018 and held it in 12 quarters. The position peaked at $34K in Q3 2021. 1,415 funds tracked by Wall St. Rank hold GD as of Q4 2021.

Liberty Wealth Management reported no remaining General Dynamics position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 174 General Dynamics shares in Q4 2021, an estimated $34K.
Liberty Wealth Management first reported a position in General Dynamics in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's General Dynamics position peaked at $34K in Q3 2021.
1,415 funds tracked by Wall St. Rank held General Dynamics as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.