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Lowe Wealth Advisors’s General Dynamics GD Stock Holding History

Lowe 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
2024
Q4 		– Sell
-100
Closed -$30.2K – 365
2024
Q3 		$30.2K Buy
+100
New +$29.4K 0.01% 151
2018
Q2 		– Sell
-50
Closed -$11K – 246
2018
Q1 		$11K Sell
50
-50
-50% -$10.9K 0.01% 140
2017
Q4 		$20K Hold
100
– – 0.01% 118
2017
Q3 		$21K Buy
+100
New +$20K 0.01% 108

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lowe Wealth Advisors's GD Position: Q4 2024 in Review

Lowe Wealth Advisors sold out of General Dynamics (GD) in Q4 2024, closing a stake of 100 shares — an estimated $30.2K sold.

Lowe Wealth Advisors first reported a position in GD in Q3 2017 and held it in 4 quarters. The position peaked at $30.2K in Q3 2024. 1,849 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • Lowe Wealth Advisors reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
  • Lowe Wealth Advisors sold 100 General Dynamics shares in Q4 2024, an estimated $30.2K.
  • Lowe Wealth Advisors first reported a position in General Dynamics in Q3 2017 and held it in 4 quarters.
  • Lowe Wealth Advisors's General Dynamics position peaked at $30.2K in Q3 2024.
  • 1,849 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Lowe Wealth Advisors's 13F filing for Q4 2024, filed 10 Jan 2025.