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MCIA
Mountain Capital Investment Advisors’s
General Dynamics
GD
Stock Holding History
Mountain Capital Investment 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
Q1
–
Sell
-3,820
Closed
-$970K
–
54
2023
Q4
$970K
Sell
3,820
-69
-2%
-$16.8K
0.33%
20
2023
Q3
$947K
Sell
3,889
-3,519
-48%
-$778K
0.36%
20
2023
Q2
$1.61M
Sell
7,408
-2,312
-24%
-$499K
0.61%
28
2023
Q1
$2.22M
Sell
9,720
-19
-0.2%
-$4.39K
0.98%
27
2022
Q4
$2.41M
Buy
9,739
+1,621
+20%
+$395K
1.1%
23
2022
Q3
$1.94M
Sell
8,118
-251
-3%
-$56.7K
1.02%
23
2022
Q2
$1.85M
Buy
8,369
+700
+9%
+$161K
0.92%
28
2022
Q1
$1.87M
Buy
7,669
+114
+2%
+$25.3K
0.88%
31
2021
Q4
$1.6M
Buy
7,555
+1,807
+31%
+$365K
0.72%
46
2021
Q3
$1.16M
Sell
5,748
-167
-3%
-$32.7K
0.61%
60
2021
Q2
$1.11M
Sell
5,915
-650
-10%
-$123K
0.51%
60
2021
Q1
$1.2M
Buy
6,565
+3,261
+99%
+$533K
0.6%
55
2020
Q4
$502K
Buy
+3,304
New
+$483K
0.3%
96
2017
Q4
–
Sell
-248
Closed
-$51K
–
172
2017
Q3
$51K
Sell
248
-15
-6%
-$3.01K
0.05%
119
2017
Q2
$52K
Buy
+263
New
+$51.5K
0.05%
126
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
$5.7T 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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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