Petix & Botte Financial’s General Dynamics GD Stock Holding History

Petix & Botte Financial’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
2021 Q4	–	Sell	-1,550	Closed	-$304K	–	89
2021 Q3	$304K	Buy	+1,550	New	+$303K	0.1%	83
2020 Q4	–	Sell	-1,540	Closed	-$214K	–	82
2020 Q3	$214K	Buy	+1,540	New	+$227K	0.17%	73
2020 Q1	–	Sell	-1,310	Closed	-$231K	–	71
2019 Q4	$231K	Buy	+1,310	New	+$235K	0.18%	73

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Petix & Botte Financial's GD Position: Q4 2021 in Review

Petix & Botte Financial sold out of General Dynamics (GD) in Q4 2021, closing a stake of 1,550 shares — an estimated $304K sold.

Petix & Botte Financial first reported a position in GD in Q4 2019 and held it in 3 quarters. The position peaked at $304K in Q3 2021. 1,415 funds tracked by Wall St. Rank hold GD as of Q4 2021.

Petix & Botte Financial reported no remaining General Dynamics position as of Q4 2021 after selling out during the quarter.
Petix & Botte Financial sold 1,550 General Dynamics shares in Q4 2021, an estimated $304K.
Petix & Botte Financial first reported a position in General Dynamics in Q4 2019 and held it in 3 quarters.
Petix & Botte Financial's General Dynamics position peaked at $304K in Q3 2021.
1,415 funds tracked by Wall St. Rank held General Dynamics as of Q4 2021.

Based on Petix & Botte Financial's 13F filing for Q4 2021, filed 11 Feb 2022.