Lumature Wealth Partners’s General Dynamics GD Stock Holding History

Lumature Wealth Partners’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 Q2	$1.33M	Sell	6,184 -15	-0.2%	-$3.24K	0.79%	32
2023 Q1	$1.41M	Buy	6,199 +99	+2%	+$22.9K	0.79%	30
2022 Q4	$1.51M	Sell	6,100 -341	-5%	-$83.2K	0.85%	28
2022 Q3	$1.37M	Sell	6,441 -84	-1%	-$19K	0.73%	30
2022 Q2	$1.44M	Sell	6,525 -911	-12%	-$210K	0.64%	32
2022 Q1	$1.79M	Buy	7,436 +1,750	+31%	+$389K	0.72%	29
2021 Q4	$1.19M	Buy	5,686 +285	+5%	+$57.5K	0.46%	48
2021 Q3	$1.06M	Buy	5,401 +427	+9%	+$83.6K	0.43%	49
2021 Q2	$936K	Buy	4,974 +573	+13%	+$108K	0.39%	53
2021 Q1	$799K	Buy	4,401 +1,420	+48%	+$232K	0.42%	49
2020 Q4	$444K	Buy	+2,981	New	+$436K	0.42%	69

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lumature Wealth Partners's GD Position: Q2 2023 in Review

Lumature Wealth Partners reduced its General Dynamics (GD) stake by 0.24% in Q2 2023, selling an estimated $3.24K and leaving 6,184 shares worth $1.33M. The position accounts for 0.79% of the portfolio, ranked #32.

Lumature Wealth Partners first reported a position in GD in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.79M in Q1 2022. 1,529 funds tracked by Wall St. Rank hold GD as of Q2 2023.

Lumature Wealth Partners held 6,184 shares of General Dynamics worth $1.33M as of Q2 2023.
Lumature Wealth Partners sold 15 General Dynamics shares in Q2 2023, an estimated $3.24K.
General Dynamics made up 0.79% of Lumature Wealth Partners's portfolio in Q2 2023, its #32 holding.
Lumature Wealth Partners first reported a position in General Dynamics in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's General Dynamics position peaked at $1.79M in Q1 2022.
1,529 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.