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Lighthouse Financial Advisors’s General Dynamics GD Stock Holding History

Lighthouse 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
2021
Q1 		$2.63M Sell
14,459
-67
-0.5% -$10.9K 0.8% 40
2020
Q4 		$2.16M Buy
14,526
+478
+3% +$69.9K 0.73% 51
2020
Q3 		$1.94M Buy
14,048
+452
+3% +$66.7K 0.74% 47
2020
Q2 		$2.02M Buy
13,596
+611
+5% +$86.3K 0.85% 37
2020
Q1 		$1.71M Buy
12,985
+2,318
+22% +$385K 1.04% 32
2019
Q4 		$1.88M Buy
+10,667
New +$1.92M 0.88% 38

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lighthouse Financial Advisors's GD Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its General Dynamics (GD) stake by 0.46% in Q1 2021, selling an estimated $10.9K and leaving 14,459 shares worth $2.63M. The position accounts for 0.8% of the portfolio, ranked #40.

Lighthouse Financial Advisors first reported a position in GD in Q4 2019 and has held it in 6 quarters since. 1,257 funds tracked by Wall St. Rank hold GD as of Q1 2021.

  • Lighthouse Financial Advisors held 14,459 shares of General Dynamics worth $2.63M as of Q1 2021.
  • Lighthouse Financial Advisors sold 67 General Dynamics shares in Q1 2021, an estimated $10.9K.
  • General Dynamics made up 0.8% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #40 holding.
  • Lighthouse Financial Advisors first reported a position in General Dynamics in Q4 2019 and has held it in 6 quarters since.
  • 1,257 funds tracked by Wall St. Rank held General Dynamics as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.