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Personal Wealth Partners’s General Dynamics GD Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-3
Closed -$1K – 261
2019
Q4 		$1K Hold
3
– – ﹤0.01% 416
2019
Q3 		$1K Buy
+3
New +$557 ﹤0.01% 431

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Wellington Management Group
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BlackRock
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State Street
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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Personal Wealth Partners's GD Position: Q1 2020 in Review

Personal Wealth Partners sold out of General Dynamics (GD) in Q1 2020, closing a stake of 3 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in GD in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 1,091 funds tracked by Wall St. Rank hold GD as of Q1 2020.

  • Personal Wealth Partners reported no remaining General Dynamics position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 3 General Dynamics shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in General Dynamics in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's General Dynamics position peaked at $1K in Q4 2019.
  • 1,091 funds tracked by Wall St. Rank held General Dynamics as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.