OIWM
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OptiFour Integrated Wealth Management’s General Dynamics GD Stock Holding History

OptiFour Integrated Wealth Management’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
Q4 		$339K Hold
1,920
– – 0.23% 47
2019
Q3 		$351K Buy
+1,920
New +$357K 0.25% 47

Other funds holding GD

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OptiFour Integrated Wealth Management's GD Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its General Dynamics (GD) position steady in Q4 2019 at 1,920 shares worth $339K. The position accounts for 0.23% of the portfolio, ranked #47.

OptiFour Integrated Wealth Management first reported a position in GD in Q3 2019 and has held it in 2 quarters since. The position peaked at $351K in Q3 2019. 1,157 funds tracked by Wall St. Rank hold GD as of Q4 2019.

  • OptiFour Integrated Wealth Management held 1,920 shares of General Dynamics worth $339K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its General Dynamics share count unchanged in Q4 2019.
  • General Dynamics made up 0.23% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #47 holding.
  • OptiFour Integrated Wealth Management first reported a position in General Dynamics in Q3 2019 and has held it in 2 quarters since.
  • OptiFour Integrated Wealth Management's General Dynamics position peaked at $351K in Q3 2019.
  • 1,157 funds tracked by Wall St. Rank held General Dynamics as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.