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Naviter Wealth’s General Dynamics GD Stock Holding History

Naviter Wealth’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
Q2 		– Sell
-840
Closed -$237K – 233
2024
Q1 		$237K Sell
840
-2
-0.2% -$535 0.04% 208
2023
Q4 		$219K Buy
+842
New +$205K 0.04% 202

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Naviter Wealth's GD Position: Q2 2024 in Review

Naviter Wealth sold out of General Dynamics (GD) in Q2 2024, closing a stake of 840 shares — an estimated $237K sold.

Naviter Wealth first reported a position in GD in Q4 2023 and held it in 2 quarters. The position peaked at $237K in Q1 2024. 1,770 funds tracked by Wall St. Rank hold GD as of Q2 2024.

  • Naviter Wealth reported no remaining General Dynamics position as of Q2 2024 after selling out during the quarter.
  • Naviter Wealth sold 840 General Dynamics shares in Q2 2024, an estimated $237K.
  • Naviter Wealth first reported a position in General Dynamics in Q4 2023 and held it in 2 quarters.
  • Naviter Wealth's General Dynamics position peaked at $237K in Q1 2024.
  • 1,770 funds tracked by Wall St. Rank held General Dynamics as of Q2 2024.

Based on Naviter Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.