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Omnia Family Wealth’s General Dynamics GD Stock Holding History

Omnia Family 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
2019
Q2 		– Sell
-12
Closed -$2K – 259
2019
Q1 		$2K Hold
12
– – ﹤0.01% 458
2018
Q4 		$2K Sell
12
-668
-98% -$120K ﹤0.01% 408
2018
Q3 		$139K Sell
680
-46
-6% -$9K 0.06% 102
2018
Q2 		$135K Hold
726
– – 0.06% 103
2018
Q1 		$160K Sell
726
-109
-13% -$23.7K 0.07% 95
2017
Q4 		$170K Buy
835
+109
+15% +$22.3K 0.08% 96
2017
Q3 		$149K Sell
726
-26
-3% -$5.21K 0.07% 104
2017
Q2 		$149K Sell
752
-250
-25% -$49K 0.07% 102
2017
Q1 		$188K Buy
1,002
+2
+0.2% +$370 0.09% 91
2016
Q4 		$173K Buy
+1,000
New +$164K 0.09% 93

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Omnia Family Wealth's GD Position: Q2 2019 in Review

Omnia Family Wealth sold out of General Dynamics (GD) in Q2 2019, closing a stake of 12 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in GD in Q4 2016 and held it in 10 quarters. The position peaked at $188K in Q1 2017. 1,054 funds tracked by Wall St. Rank hold GD as of Q2 2019.

  • Omnia Family Wealth reported no remaining General Dynamics position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 12 General Dynamics shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in General Dynamics in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's General Dynamics position peaked at $188K in Q1 2017.
  • 1,054 funds tracked by Wall St. Rank held General Dynamics as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.