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Meredith Wealth Planning’s General Dynamics GD Stock Holding History

Meredith Wealth Planning’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 		– Sell
-1,102
Closed -$251K – 50
2023
Q1 		$251K Buy
1,102
+94
+9% +$21.7K 0.2% 48
2022
Q4 		$250K Buy
+1,008
New +$246K 0.22% 46

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meredith Wealth Planning's GD Position: Q2 2023 in Review

Meredith Wealth Planning sold out of General Dynamics (GD) in Q2 2023, closing a stake of 1,102 shares — an estimated $251K sold.

Meredith Wealth Planning first reported a position in GD in Q4 2022 and held it in 2 quarters. The position peaked at $251K in Q1 2023. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

  • Meredith Wealth Planning reported no remaining General Dynamics position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 1,102 General Dynamics shares in Q2 2023, an estimated $251K.
  • Meredith Wealth Planning first reported a position in General Dynamics in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's General Dynamics position peaked at $251K in Q1 2023.
  • 1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.